WN
VTRS icon

Williams & Novak’s Viatris VTRS Stock Holding History

Williams & Novak’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
Q4 		– Sell
-13,935
Closed -$138K – 158
2025
Q3 		$138K Sell
13,935
-4,330
-24% -$42.1K 0.11% 118
2025
Q2 		$163K Buy
18,265
+4,900
+37% +$41.4K 0.14% 105
2025
Q1 		$115K Buy
+13,365
New +$140K 0.11% 102

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Williams & Novak's VTRS Position: Q4 2025 in Review

Williams & Novak sold out of Viatris (VTRS) in Q4 2025, closing a stake of 13,935 shares — an estimated $138K sold.

Williams & Novak first reported a position in VTRS in Q1 2025 and held it in 3 quarters. The position peaked at $163K in Q2 2025. 1,005 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • Williams & Novak reported no remaining Viatris position as of Q4 2025 after selling out during the quarter.
  • Williams & Novak sold 13,935 Viatris shares in Q4 2025, an estimated $138K.
  • Williams & Novak first reported a position in Viatris in Q1 2025 and held it in 3 quarters.
  • Williams & Novak's Viatris position peaked at $163K in Q2 2025.
  • 1,005 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on Williams & Novak's 13F filing for Q4 2025, filed 5 Feb 2026.