Wingate Wealth Advisors’s Viatris VTRS Stock Holding History

Wingate Wealth Advisors’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	-212	Closed	-$2.64K	–	448
2024 Q4	$2.64K	Buy	+212	New	+$2.61K	﹤0.01%	419

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wingate Wealth Advisors's VTRS Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Viatris (VTRS) in Q1 2025, closing a stake of 212 shares — an estimated $2.64K sold.

Wingate Wealth Advisors first reported a position in VTRS in Q4 2024 and held it in 1 quarter. The position peaked at $2.64K in Q4 2024. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

Wingate Wealth Advisors reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 212 Viatris shares in Q1 2025, an estimated $2.64K.
Wingate Wealth Advisors first reported a position in Viatris in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Viatris position peaked at $2.64K in Q4 2024.
1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.