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Winch Advisory Services’s Viatris VTRS Stock Holding History

Winch Advisory Services’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
-1,679
Closed -$20.9K – 550
2024
Q4 		$20.9K Sell
1,679
-296
-15% -$3.64K 0.01% 225
2024
Q3 		$22.9K Buy
1,975
+16
+0.8% +$185 0.01% 208
2024
Q2 		$20.8K Buy
1,959
+19
+1% +$210 0.01% 207
2024
Q1 		$23.2K Buy
1,940
+17
+0.9% +$205 0.01% 199
2023
Q4 		$20.8K Buy
1,923
+330
+21% +$3.16K 0.01% 205
2023
Q3 		$16K Buy
1,593
+20
+1% +$208 0.01% 216
2023
Q2 		$16K Buy
1,573
+18
+1% +$172 0.01% 213
2023
Q1 		$15K Buy
1,555
+20
+1% +$222 0.01% 216
2022
Q4 		$17K Buy
1,535
+9
+0.6% +$94 0.01% 199
2022
Q3 		$13K Buy
1,526
+19
+1% +$187 0.01% 205
2022
Q2 		$16K Buy
1,507
+1,494
+11,492% +$16.4K 0.01% 197
2022
Q1 		$0 Sell
13
-31
-70% -$408 ﹤0.01% 492
2021
Q4 		$1K Hold
44
– – ﹤0.01% 450
2021
Q3 		$1K Buy
44
+1
+2% +$14 ﹤0.01% 464
2021
Q2 		$1K Hold
43
– – ﹤0.01% 469
2021
Q1 		$1K Sell
43
-19
-31% -$310 ﹤0.01% 439
2020
Q4 		$1K Buy
62
+52
+520% +$848 ﹤0.01% 415
2020
Q3 		$0 Hold
10
– – ﹤0.01% 415
2020
Q2 		$0 Hold
10
– – ﹤0.01% 402
2020
Q1 		$0 Hold
10
– – ﹤0.01% 385
2019
Q4 		$0 Hold
10
– – ﹤0.01% 378
2019
Q3 		$0 Hold
10
– – ﹤0.01% 434
2019
Q2 		$0 Hold
10
– – ﹤0.01% 472
2019
Q1 		$0 Hold
10
– – ﹤0.01% 399
2018
Q4 		$0 Hold
10
– – ﹤0.01% 368
2018
Q3 		$0 Hold
10
– – ﹤0.01% 351
2018
Q2 		$0 Buy
+10
New +$392 ﹤0.01% 365

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winch Advisory Services's VTRS Position: Q1 2025 in Review

Winch Advisory Services sold out of Viatris (VTRS) in Q1 2025, closing a stake of 1,679 shares — an estimated $20.9K sold.

Winch Advisory Services first reported a position in VTRS in Q2 2018 and held it in 27 quarters. The position peaked at $23.2K in Q1 2024. 1,011 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Winch Advisory Services reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Winch Advisory Services sold 1,679 Viatris shares in Q1 2025, an estimated $20.9K.
  • Winch Advisory Services first reported a position in Viatris in Q2 2018 and held it in 27 quarters.
  • Winch Advisory Services's Viatris position peaked at $23.2K in Q1 2024.
  • 1,011 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.