Abound Wealth Management’s Viatris VTRS Stock Holding History

Abound Wealth Management’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
2026 Q2	$2.74K	Buy	172 +9	+6%	+$139	﹤0.01%	708
2026 Q1	$2.21K	Hold	163	–	–	﹤0.01%	889
2025 Q4	$2.04K	Buy	163 +55	+51%	+$593	﹤0.01%	846
2025 Q3	$1.07K	Buy	108 +1	+0.9%	+$10	﹤0.01%	866
2025 Q2	$956	Buy	107 +51	+91%	+$431	﹤0.01%	808
2025 Q1	$488	Hold	56	–	–	﹤0.01%	821
2024 Q4	$698	Hold	56	–	–	﹤0.01%	764
2024 Q3	$651	Hold	56	–	–	﹤0.01%	819
2024 Q2	$596	Hold	56	–	–	﹤0.01%	779
2024 Q1	$669	Hold	56	–	–	﹤0.01%	824
2023 Q4	$607	Hold	56	–	–	﹤0.01%	876
2023 Q3	$553	Hold	56	–	–	﹤0.01%	783
2023 Q2	$559	Sell	56 -16	-22%	-$153	﹤0.01%	811
2023 Q1	$693	Buy	72 +16	+29%	+$177	﹤0.01%	654
2022 Q4	$624	Hold	56	–	–	﹤0.01%	646
2022 Q3	$478	Buy	+56	New	+$551	﹤0.01%	663

Other funds holding VTRS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return