Atria Investments’s Viatris VTRS Stock Holding History

Atria Investments’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	$1.98M	Sell	146,223 -3,725	-2%	-$52.1K	0.02%	709
2025 Q4	$1.87M	Buy	149,948 +13,862	+10%	+$150K	0.02%	753
2025 Q3	$1.35M	Buy	136,086 +3,078	+2%	+$30K	0.02%	905
2025 Q2	$1.19M	Buy	133,008 +16,893	+15%	+$143K	0.01%	951
2025 Q1	$1.01M	Sell	116,115 -18,021	-13%	-$189K	0.01%	987
2024 Q4	$1.67M	Buy	134,136 +9,238	+7%	+$114K	0.02%	756
2024 Q3	$1.45M	Buy	124,898 +13,991	+13%	+$161K	0.02%	797
2024 Q2	$1.18M	Sell	110,907 -5,535	-5%	-$61.2K	0.02%	855
2024 Q1	$1.39M	Buy	+116,442	New	+$1.4M	0.02%	800
2022 Q1	–	Sell	-82,741	Closed	-$1.12M	–	928
2021 Q4	$1.12M	Sell	82,741 -9,885	-11%	-$132K	0.02%	787
2021 Q3	$1.25M	Buy	+92,626	New	+$1.31M	0.02%	700

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