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WealthTrak Capital Management’s Viatris VTRS Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-140
Closed -$1.25K – 871
2025
Q2 		$1.25K Buy
+140
New +$1.18K ﹤0.01% 501
2025
Q1 		– Sell
-65
Closed -$810 – 1119
2024
Q4 		$810 Buy
+65
New +$799 ﹤0.01% 478

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

WealthTrak Capital Management's VTRS Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Viatris (VTRS) in Q3 2025, closing a stake of 140 shares — an estimated $1.25K sold.

WealthTrak Capital Management first reported a position in VTRS in Q4 2024 and held it in 2 quarters. The position peaked at $1.25K in Q2 2025. 972 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Viatris position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 140 Viatris shares in Q3 2025, an estimated $1.25K.
  • WealthTrak Capital Management first reported a position in Viatris in Q4 2024 and held it in 2 quarters.
  • WealthTrak Capital Management's Viatris position peaked at $1.25K in Q2 2025.
  • 972 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.