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Valley Wealth Managers’s Viatris VTRS Stock Holding History

Valley Wealth Managers’s Portfolio VTRS Stock Details VTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7
Closed -$61 – 384
2025
Q1 		$61 Hold
7
– – ﹤0.01% 359
2024
Q4 		$87 Hold
7
– – ﹤0.01% 389
2024
Q3 		$83 Buy
+7
New +$81 ﹤0.01% 392
2024
Q2 		– Hold
0
– – – 385
2022
Q4 		– Sell
-111
Closed -$1K – 462
2022
Q3 		$1K Hold
111
– – ﹤0.01% 420
2022
Q2 		$1K Buy
+111
New +$1.22K ﹤0.01% 426

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valley Wealth Managers's VTRS Position: Q2 2025 in Review

Valley Wealth Managers sold out of Viatris (VTRS) in Q2 2025, closing a stake of 7 shares — an estimated $61 sold.

Valley Wealth Managers first reported a position in VTRS in Q2 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Valley Wealth Managers reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 7 Viatris shares in Q2 2025, an estimated $61.
  • Valley Wealth Managers first reported a position in Viatris in Q2 2022 and held it in 5 quarters.
  • Valley Wealth Managers's Viatris position peaked at $1K in Q3 2022.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.