Annis Gardner Whiting Capital Advisors’s Viatris VTRS Stock Holding History

Annis Gardner Whiting Capital 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
2026 Q1	$11.7K	Buy	864 +480	+125%	+$6.72K	﹤0.01%	842
2025 Q4	$4.78K	Buy	384 +83	+28%	+$896	﹤0.01%	880
2025 Q3	$2.98K	Sell	301 -68	-18%	-$662	﹤0.01%	839
2025 Q2	$3.3K	Hold	369	–	–	﹤0.01%	908
2025 Q1	$3.21K	Hold	369	–	–	﹤0.01%	660
2024 Q4	$4.59K	Hold	369	–	–	﹤0.01%	620
2024 Q3	$4.29K	Sell	369 -68	-16%	-$785	﹤0.01%	650
2024 Q2	$4.65K	Buy	437 +43	+11%	+$475	﹤0.01%	778
2024 Q1	$4.71K	Buy	394 +81	+26%	+$976	﹤0.01%	767
2023 Q4	$3.39K	Sell	313 -85	-21%	-$814	﹤0.01%	582
2023 Q3	$3.92K	Buy	+398	New	+$4.14K	﹤0.01%	552

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