AIA Group’s Viatris VTRS Stock Holding History

AIA 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
2026 Q1	$407K	Buy	30,099 +10,394	+53%	+$145K	0.01%	305
2025 Q4	$245K	Sell	19,705 -320,056	-94%	-$3.45M	﹤0.01%	328
2025 Q3	$3.36M	Buy	339,761 +128,306	+61%	+$1.25M	0.06%	178
2025 Q2	$1.89M	Sell	211,455 -29,155	-12%	-$247K	0.04%	173
2025 Q1	$2.1M	Buy	240,610 +67,045	+39%	+$704K	0.05%	168
2024 Q4	$2.16M	Sell	173,565 -8,656	-5%	-$106K	0.05%	148
2024 Q3	$2.12M	Sell	182,221 -22,514	-11%	-$260K	0.05%	153
2024 Q2	$2.18M	Buy	204,735 +28,645	+16%	+$316K	0.06%	136
2024 Q1	$2.1M	Buy	+176,090	New	+$2.12M	0.07%	134
2023 Q2	–	Sell	-80,090	Closed	-$770K	–	500
2023 Q1	$770K	Buy	80,090 +70,200	+710%	+$779K	0.04%	177
2022 Q4	$110K	Sell	9,890 -4,921	-33%	-$51.4K	0.01%	363
2022 Q3	$126K	Sell	14,811 -5,677	-28%	-$55.9K	0.01%	348
2022 Q2	$215K	Buy	20,488 +4,141	+25%	+$45.4K	0.01%	349
2022 Q1	$178K	Buy	16,347 +5,121	+46%	+$67.5K	0.01%	390
2021 Q4	$152K	Hold	11,226	–	–	0.01%	344
2021 Q3	$152K	Buy	+11,226	New	+$159K	0.01%	261

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