Wellington Management Group
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Wellington Management Group’s Viatris VTRS Stock Holding History

Wellington Management Group’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
2018
Q1 		– Sell
-855
Closed -$790K – 2328
2017
Q4 		$790K Sell
855
-1,245
-59% -$47.6K ﹤0.01% 1949
2017
Q3 		$210K Buy
+2,100
New +$71.3K ﹤0.01% 2168

Other funds holding VTRS

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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

Wellington Management Group's VTRS Position: Q1 2025 in Review

Wellington Management Group sold out of Viatris (VTRS) in Q1 2025, closing a stake of 68,148 shares — an estimated $848K sold.

Wellington Management Group first reported a position in VTRS in Q2 2013 and held it in 46 quarters. The position peaked at $2.42B in Q4 2015. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Wellington Management Group reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Wellington Management Group sold 68,148 Viatris shares in Q1 2025, an estimated $848K.
  • Wellington Management Group first reported a position in Viatris in Q2 2013 and held it in 46 quarters.
  • Wellington Management Group's Viatris position peaked at $2.42B in Q4 2015.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Wellington Management Group's 13F filing for Q1 2025, filed 13 May 2025.