Activest Wealth Management’s Viatris VTRS Stock Holding History

Activest 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 Q1	–	Sell	-66	Closed	-$822	–	1424
2025 Q4	$822	Sell	66 -6	-8%	-$65	﹤0.01%	965
2025 Q3	$713	Buy	72 +24	+50%	+$234	﹤0.01%	921
2025 Q2	$429	Sell	48 -215	-82%	-$1.82K	﹤0.01%	884
2025 Q1	$2.29K	Buy	+263	New	+$2.76K	﹤0.01%	640
2024 Q4	–	Hold	0	–	–	–	1183
2024 Q3	–	Hold	0	–	–	–	759
2024 Q2	–	Hold	0	–	–	–	694
2024 Q1	–	Sell	-127	Closed	-$1.53K	–	459
2023 Q4	$1.38K	Buy	127 +1	+0.8%	+$10	﹤0.01%	282
2023 Q3	$1.24K	Buy	+126	New	+$1.31K	﹤0.01%	290
2023 Q1	–	Sell	-9,945	Closed	-$106K	–	564
2022 Q4	$106K	Hold	9,945	–	–	0.03%	127
2022 Q3	$101K	Buy	+9,945	New	+$97.9K	0.03%	130
2021 Q4	–	Sell	-94	Closed	-$1K	–	417
2021 Q3	$1K	Sell	94 -80	-46%	-$1.14K	﹤0.01%	371
2021 Q2	$2K	Sell	174 -6	-3%	-$87	﹤0.01%	299
2021 Q1	$3K	Buy	+180	New	+$2.93K	﹤0.01%	267

Other funds holding VTRS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return