Atticus Wealth Management’s Viatris VTRS Stock Holding History

Atticus Wealth Management’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 Q3	–	Sell	-1	Closed	-$9	–	636
2025 Q2	$9	Hold	1	–	–	﹤0.01%	678
2025 Q1	$9	Hold	1	–	–	﹤0.01%	508
2024 Q4	$13	Hold	1	–	–	﹤0.01%	525
2024 Q3	$12	Sell	1 -12	-92%	-$138	﹤0.01%	522
2024 Q2	$139	Buy	13 +12	+1,200%	+$133	﹤0.01%	522
2024 Q1	$12	Sell	1 -18	-95%	-$217	﹤0.01%	545
2023 Q4	$206	Sell	19 -19	-50%	-$182	﹤0.01%	543
2023 Q3	$375	Hold	38	–	–	﹤0.01%	558
2023 Q2	$380	Hold	38	–	–	﹤0.01%	556
2023 Q1	$366	Sell	38 -47	-55%	-$521	﹤0.01%	517
2022 Q4	$946	Sell	85 -15	-15%	-$157	﹤0.01%	494
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	560
2022 Q2	$1K	Buy	100 +52	+108%	+$570	﹤0.01%	594
2022 Q1	$1K	Hold	48	–	–	﹤0.01%	583
2021 Q4	$1K	Sell	48 -9	-16%	-$120	﹤0.01%	435
2021 Q3	$1K	Sell	57 -3,596	-98%	-$51K	﹤0.01%	400
2021 Q2	$52K	Buy	3,653 +2,981	+444%	+$43.1K	0.02%	228
2021 Q1	$9K	Buy	672 +138	+26%	+$2.25K	﹤0.01%	302
2020 Q4	$10K	Buy	+534	New	+$8.71K	0.01%	292

Other funds holding VTRS

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

T. Rowe Price Associates

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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