WI
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WBI Investments’s Viatris VTRS Stock Holding History

WBI Investments’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
-14,274
Closed -$124K – 330
2025
Q1 		$124K Buy
+14,274
New +$150K 0.03% 226
2024
Q2 		– Sell
-125,494
Closed -$1.5M – 234
2024
Q1 		$1.5M Sell
125,494
-262,321
-68% -$3.16M 0.31% 84
2023
Q4 		$4.2M Buy
387,815
+183,747
+90% +$1.76M 0.84% 27
2023
Q3 		$2.01M Sell
204,068
-112,886
-36% -$1.18M 0.4% 75
2023
Q2 		$3.16M Sell
316,954
-145,467
-31% -$1.39M 0.57% 41
2023
Q1 		$4.45M Buy
462,421
+437,327
+1,743% +$4.85M 0.89% 19
2022
Q4 		$279K Buy
25,094
+7,375
+42% +$77.1K 0.06% 141
2022
Q3 		$138K Buy
+17,719
New +$174K 0.04% 109
2022
Q2 		– Sell
-82,196
Closed -$894K – 209
2022
Q1 		$894K Buy
+82,196
New +$1.08M 0.14% 120

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

WBI Investments's VTRS Position: Q2 2025 in Review

WBI Investments sold out of Viatris (VTRS) in Q2 2025, closing a stake of 14,274 shares — an estimated $124K sold.

WBI Investments first reported a position in VTRS in Q1 2022 and held it in 9 quarters. The position peaked at $4.45M in Q1 2023. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • WBI Investments reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • WBI Investments sold 14,274 Viatris shares in Q2 2025, an estimated $124K.
  • WBI Investments first reported a position in Viatris in Q1 2022 and held it in 9 quarters.
  • WBI Investments's Viatris position peaked at $4.45M in Q1 2023.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on WBI Investments's 13F filing for Q2 2025, filed 11 Aug 2025.