Axxcess Wealth Management’s Viatris VTRS Stock Holding History

Axxcess 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
2026 Q1	–	Sell	-14,378	Closed	-$179K	–	1004
2025 Q4	$179K	Buy	14,378 +4	+0%	+$43	﹤0.01%	1002
2025 Q3	$142K	Buy	14,374 +4	+0%	+$39	﹤0.01%	908
2025 Q2	$128K	Sell	14,370 -112	-0.8%	-$947	﹤0.01%	864
2025 Q1	$126K	Buy	14,482 +2,631	+22%	+$27.6K	﹤0.01%	828
2024 Q4	$148K	Sell	11,851 -361	-3%	-$4.44K	﹤0.01%	834
2024 Q3	$142K	Buy	12,212 +1,149	+10%	+$13.3K	﹤0.01%	859
2024 Q2	$118K	Buy	11,063 +9	+0.1%	+$99	﹤0.01%	816
2024 Q1	$132K	Buy	+11,054	New	+$133K	﹤0.01%	842
2023 Q4	–	Sell	-10,778	Closed	-$106K	–	941
2023 Q3	$106K	Buy	10,778 +4	+0%	+$42	﹤0.01%	771
2023 Q2	$108K	Buy	+10,774	New	+$103K	0.01%	572

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