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Van Hulzen Asset Management’s Viatris VTRS Stock Holding History

Van Hulzen Asset Management’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
Q1 		– Sell
-1,287
Closed -$16K – 1107
2024
Q4 		$16K Buy
+1,287
New +$15.8K ﹤0.01% 716
2018
Q2 		– Sell
-30,685
Closed -$1.26M – 223
2018
Q1 		$1.26M Sell
30,685
-89,860
-75% -$3.83M 0.39% 66
2017
Q4 		$5.1M Buy
+120,545
New +$4.61M 1.55% 16
2017
Q1 		– Sell
-85,850
Closed -$3.27M – 147
2016
Q4 		$3.27M Buy
+85,850
New +$3.19M 1.52% 18

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Van Hulzen Asset Management's VTRS Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Viatris (VTRS) in Q1 2025, closing a stake of 1,287 shares — an estimated $16K sold.

Van Hulzen Asset Management first reported a position in VTRS in Q4 2016 and held it in 4 quarters. The position peaked at $5.1M in Q4 2017. 1,009 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,287 Viatris shares in Q1 2025, an estimated $16K.
  • Van Hulzen Asset Management first reported a position in Viatris in Q4 2016 and held it in 4 quarters.
  • Van Hulzen Asset Management's Viatris position peaked at $5.1M in Q4 2017.
  • 1,009 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.