BAM
VTRS icon

Belpointe Asset Management’s Viatris VTRS Stock Holding History

Belpointe Asset 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
-12,591
Closed -$157K – 1193
2025
Q4 		$157K Sell
12,591
-28
-0.2% -$302 0.01% 986
2025
Q3 		$125K Buy
+12,619
New +$123K ﹤0.01% 954
2024
Q2 		– Sell
-10,288
Closed -$123K – 942
2024
Q1 		$123K Sell
10,288
-2,478
-19% -$29.8K 0.01% 764
2023
Q4 		$138K Buy
12,766
+1,507
+13% +$14.4K 0.01% 676
2023
Q3 		$111K Buy
11,259
+1,070
+11% +$11.1K 0.01% 629
2023
Q2 		$102K Buy
10,189
+3,757
+58% +$35.9K 0.01% 594
2023
Q1 		$61.9K Buy
6,432
+2,228
+53% +$24.7K ﹤0.01% 1587
2022
Q4 		$46.8K Buy
+4,204
New +$43.9K ﹤0.01% 1654
2021
Q1 		– Sell
-14,692
Closed -$275K – 1080
2020
Q4 		$275K Buy
+14,692
New +$240K 0.02% 590

Other funds holding VTRS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
RCMNY
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return