Atria Wealth Solutions’s Viatris VTRS Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-42,772	Closed	-$373K	–	1920
2025 Q1	$373K	Buy	42,772 +6,488	+18%	+$68.1K	﹤0.01%	1354
2024 Q4	$452K	Sell	36,284 -22,544	-38%	-$277K	0.01%	1327
2024 Q3	$683K	Sell	58,828 -13,136	-18%	-$152K	0.01%	1082
2024 Q2	$765K	Sell	71,964 -6,404	-8%	-$70.8K	0.01%	1021
2024 Q1	$936K	Sell	78,368 -2,482	-3%	-$29.9K	0.01%	938
2023 Q4	$876K	Buy	80,850 +10,532	+15%	+$101K	0.01%	926
2023 Q3	$693K	Sell	70,318 -6,011	-8%	-$62.6K	0.01%	983
2023 Q2	$762K	Sell	76,329 -32,247	-30%	-$308K	0.01%	968
2023 Q1	$1.04M	Buy	108,576 +14,733	+16%	+$163K	0.02%	782
2022 Q4	$1.04M	Sell	93,843 -15,086	-14%	-$158K	0.02%	726
2022 Q3	$928K	Buy	108,929 +87,143	+400%	+$858K	0.02%	732
2022 Q2	$228K	Sell	21,786 -66,231	-75%	-$726K	﹤0.01%	1372
2022 Q1	$957K	Buy	+88,017	New	+$1.16M	0.02%	755

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates

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

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

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

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return