Beacon Investment Advisory Services’s Viatris VTRS Stock Holding History

Beacon Investment Advisory Services’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 Q2	$971K	Buy	61,133 +5,099	+9%	+$79K	0.04%	140
2026 Q1	$757K	Buy	56,034 +8,597	+18%	+$120K	0.03%	150
2025 Q4	$591K	Buy	47,437 +2,466	+5%	+$26.6K	0.02%	166
2025 Q3	$445K	Sell	44,971 -1,804	-4%	-$17.6K	0.02%	183
2025 Q2	$418K	Sell	46,775 -3,410	-7%	-$28.8K	0.02%	181
2025 Q1	$437K	Buy	50,185 +13,568	+37%	+$142K	0.02%	174
2024 Q4	$456K	Sell	36,617 -6,026	-14%	-$74.1K	0.02%	175
2024 Q3	$495K	Sell	42,643 -3,662	-8%	-$42.2K	0.02%	180
2024 Q2	$492K	Sell	46,305 -6,290	-12%	-$69.5K	0.02%	175
2024 Q1	$628K	Sell	52,595 -3,570	-6%	-$43K	0.03%	164
2023 Q4	$608K	Sell	56,165 -10,363	-16%	-$99.2K	0.03%	167
2023 Q3	$656K	Buy	66,528 +20,698	+45%	+$216K	0.03%	171
2023 Q2	$457K	Buy	45,830 +5,010	+12%	+$47.9K	0.02%	206
2023 Q1	$393K	Buy	40,820 +2,752	+7%	+$30.5K	0.02%	206
2022 Q4	$424K	Buy	38,068 +3,827	+11%	+$40K	0.02%	199
2022 Q3	$292K	Buy	34,241 +21,066	+160%	+$207K	0.02%	233
2022 Q2	$138K	Buy	13,175 +1,382	+12%	+$15.2K	0.01%	276
2022 Q1	$128K	Buy	11,793 +1,190	+11%	+$15.7K	0.01%	294
2021 Q4	$143K	Sell	10,603 -1,555	-13%	-$20.8K	0.01%	300
2021 Q3	$165K	Sell	12,158 -6,201	-34%	-$88K	0.01%	292
2021 Q2	$262K	Sell	18,359 -1,656	-8%	-$24K	0.01%	274
2021 Q1	$280K	Sell	20,015 -17	-0.1%	-$277	0.01%	262
2020 Q4	$375K	Buy	+20,032	New	+$327K	0.02%	209

Other funds holding VTRS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return