Wiser Advisor Group’s Viatris VTRS Stock Holding History

Wiser Advisor 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
2025 Q2	–	Sell	-119	Closed	-$1.03K	–	252
2025 Q1	$1.03K	Buy	119 +1	+0.8%	+$10	﹤0.01%	254
2024 Q4	$1.47K	Sell	118 -7	-6%	-$86	﹤0.01%	247
2024 Q3	$1.45K	Sell	125 -22	-15%	-$254	﹤0.01%	247
2024 Q2	$1.55K	Sell	147 -14	-9%	-$155	﹤0.01%	270
2024 Q1	$1.95K	Sell	161 -5	-3%	-$60	﹤0.01%	270
2023 Q4	$1.8K	Buy	+166	New	+$1.59K	﹤0.01%	269

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Wiser Advisor Group's VTRS Position: Q2 2025 in Review

Wiser Advisor Group sold out of Viatris (VTRS) in Q2 2025, closing a stake of 119 shares — an estimated $1.03K sold.

Wiser Advisor Group first reported a position in VTRS in Q4 2023 and held it in 6 quarters. The position peaked at $1.95K in Q1 2024. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

Wiser Advisor Group reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
Wiser Advisor Group sold 119 Viatris shares in Q2 2025, an estimated $1.03K.
Wiser Advisor Group first reported a position in Viatris in Q4 2023 and held it in 6 quarters.
Wiser Advisor Group's Viatris position peaked at $1.95K in Q1 2024.
975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Wiser Advisor Group's 13F filing for Q2 2025, filed 8 Aug 2025.