Bank Julius Baer & Co

Bank Julius Baer & Co’s Viatris VTRS Stock Holding History

Bank Julius Baer & Co’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	$124K	Sell	9,213 -2,450	-21%	-$34.3K	﹤0.01%	533
2025 Q4	$145K	Sell	11,663 -5,273	-31%	-$56.9K	﹤0.01%	511
2025 Q3	$168K	Sell	16,936 -1,668	-9%	-$16.2K	﹤0.01%	496
2025 Q2	$166K	Buy	18,604 +11,031	+146%	+$93.3K	﹤0.01%	455
2025 Q1	$66K	Buy	7,573 +2,764	+57%	+$29K	﹤0.01%	524
2024 Q4	$66.1K	Buy	+4,809	New	+$59.1K	﹤0.01%	518
2023 Q3	–	Sell	-548	Closed	-$5K	–	579
2023 Q2	$5K	Buy	548 +150	+38%	+$1.43K	﹤0.01%	553
2023 Q1	$4K	Buy	398 +124	+45%	+$1.38K	﹤0.01%	579
2022 Q4	$3K	Buy	274 +3	+1%	+$31	﹤0.01%	567
2022 Q3	$2K	Sell	271 -945	-78%	-$9.3K	﹤0.01%	569
2022 Q2	$13K	Sell	1,216 -132	-10%	-$1.45K	﹤0.01%	576
2022 Q1	$15K	Sell	1,348 -639	-32%	-$8.42K	﹤0.01%	562
2021 Q4	$27K	Sell	1,987 -51	-3%	-$681	﹤0.01%	718
2021 Q3	$28K	Sell	2,038 -1,531	-43%	-$21.7K	﹤0.01%	727
2021 Q2	$51K	Sell	3,569 -889	-20%	-$12.9K	﹤0.01%	679
2021 Q1	$62K	Sell	4,458 -4,774	-52%	-$77.8K	﹤0.01%	652
2020 Q4	$173K	Buy	+9,232	New	+$151K	﹤0.01%	594

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