Arax Advisory Partners’s Viatris VTRS Stock Holding History

Arax Advisory Partners’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	$173K	Buy	10,932 +7,006	+178%	+$98K	﹤0.01%	1155
2025 Q4	$48.9K	Sell	3,926 -56,866	-94%	-$614K	﹤0.01%	1620
2025 Q3	$602K	Buy	60,792 +55,926	+1,149%	+$544K	0.01%	841
2025 Q2	$43.5K	Buy	4,866 +2,284	+88%	+$19.3K	﹤0.01%	1303
2025 Q1	$22.5K	Buy	2,582 +463	+22%	+$4.86K	﹤0.01%	1254
2024 Q4	$26.4K	Buy	2,119 +655	+45%	+$8.05K	﹤0.01%	1107
2024 Q3	$17K	Buy	1,464 +163	+13%	+$1.88K	﹤0.01%	1159
2024 Q2	$13.8K	Buy	1,301 +1,161	+829%	+$12.8K	﹤0.01%	1113
2024 Q1	$1.67K	Sell	140 -12	-8%	-$145	﹤0.01%	1071
2023 Q4	$1.65K	Sell	152 -273	-64%	-$2.61K	﹤0.01%	1047
2023 Q3	$4.19K	Buy	425 +4	+1%	+$42	﹤0.01%	912
2023 Q2	$4.21K	Buy	421 +3	+0.7%	+$29	﹤0.01%	902
2023 Q1	$4.02K	Buy	418 +3	+0.7%	+$33	﹤0.01%	897
2022 Q4	$4.62K	Sell	415 -6,652	-94%	-$69.5K	﹤0.01%	818
2022 Q3	$60K	Sell	7,067 -239	-3%	-$2.35K	0.01%	401
2022 Q2	$76K	Buy	7,306 +78	+1%	+$855	0.01%	362
2022 Q1	$79K	Buy	7,228 +3	+0%	+$40	0.01%	383
2021 Q4	$98K	Buy	7,225 +1	+0%	+$13	0.01%	347
2021 Q3	$98K	Buy	7,224 +1,384	+24%	+$19.6K	0.01%	332
2021 Q2	$83K	Buy	+5,840	New	+$84.5K	0.01%	376
2020 Q4	$24K	Buy	+1,280	New	+$20.9K	﹤0.01%	485

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