Benjamin Edwards Inc’s Viatris VTRS Stock Holding History

Benjamin Edwards Inc’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
2025 Q3	–	Sell	-44,253	Closed	-$395K	–	1337
2025 Q2	$395K	Sell	44,253 -13,922	-24%	-$118K	0.01%	919
2025 Q1	$507K	Sell	58,175 -7,185	-11%	-$75.4K	0.01%	774
2024 Q4	$814K	Sell	65,360 -12	-0%	-$147	0.01%	679
2024 Q3	$759K	Buy	+65,372	New	+$754K	0.01%	668
2023 Q3	–	Sell	-17	Closed	–	–	687
2023 Q2	$0	Hold	17	–	–	﹤0.01%	724
2023 Q1	$0	Sell	17 -57	-77%	-$632	﹤0.01%	767
2022 Q4	$1K	Sell	74 -2	-3%	-$21	﹤0.01%	716
2022 Q3	$1K	Hold	76	–	–	﹤0.01%	701
2022 Q2	$1K	Sell	76 -14	-16%	-$153	﹤0.01%	705
2022 Q1	$1K	Sell	90 -142	-61%	-$1.87K	﹤0.01%	685
2021 Q4	$3K	Buy	232 +37	+19%	+$494	﹤0.01%	666
2021 Q3	$3K	Buy	+195	New	+$2.77K	﹤0.01%	502

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return