Bell Investment Advisors’s Viatris VTRS Stock Holding History

Bell Investment Advisors’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	$6.3K	Buy	466 +121	+35%	+$1.69K	﹤0.01%	868
2025 Q4	$4.3K	Buy	345 +44	+15%	+$475	﹤0.01%	1032
2025 Q3	$2.98K	Sell	301 -713	-70%	-$6.94K	﹤0.01%	1168
2025 Q2	$9.06K	Sell	1,014 -114	-10%	-$964	﹤0.01%	715
2025 Q1	$9.82K	Buy	1,128 +19	+2%	+$199	﹤0.01%	614
2024 Q4	$13.8K	Sell	1,109 -368	-25%	-$4.52K	﹤0.01%	483
2024 Q3	$17.1K	Sell	1,477 -109	-7%	-$1.26K	﹤0.01%	433
2024 Q2	$16.9K	Sell	1,586 -111	-7%	-$1.23K	﹤0.01%	435
2024 Q1	$20.3K	Hold	1,697	–	–	﹤0.01%	380
2023 Q4	$18.4K	Sell	1,697 -145	-8%	-$1.39K	﹤0.01%	373
2023 Q3	$18.2K	Buy	1,842 +861	+88%	+$8.96K	﹤0.01%	332
2023 Q2	$9.79K	Buy	981 +244	+33%	+$2.33K	﹤0.01%	519
2023 Q1	$7.09K	Sell	737 -62	-8%	-$688	﹤0.01%	615
2022 Q4	$8.89K	Sell	799 -464	-37%	-$4.85K	﹤0.01%	532
2022 Q3	$11K	Buy	1,263 +569	+82%	+$5.6K	﹤0.01%	402
2022 Q2	$7K	Buy	+694	New	+$7.61K	﹤0.01%	580
2021 Q4	$10K	Buy	732 +514	+236%	+$6.86K	﹤0.01%	504
2021 Q3	$3K	Buy	+218	New	+$3.09K	﹤0.01%	985

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