Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BCPWM
Bradley & Co Private Wealth Management’s
Viatris
VTRS
Stock Holding History
Bradley & Co Private Wealth 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
$257
Hold
19
–
–
﹤0.01%
211
2025
Q4
$236
Hold
19
–
–
﹤0.01%
213
2025
Q3
$188
Hold
19
–
–
﹤0.01%
203
2025
Q2
$170
Hold
19
–
–
﹤0.01%
192
2025
Q1
$165
Hold
19
–
–
﹤0.01%
186
2024
Q4
$237
Buy
+19
New
+$234
﹤0.01%
183
2024
Q2
$202
Hold
19
–
–
﹤0.01%
180
2024
Q1
$227
Hold
19
–
–
﹤0.01%
180
2023
Q4
$206
Hold
19
–
–
﹤0.01%
191
2023
Q3
$187
Hold
19
–
–
﹤0.01%
175
2023
Q2
$190
Hold
19
–
–
﹤0.01%
174
2023
Q1
$183
Hold
19
–
–
﹤0.01%
166
2022
Q4
$211
Hold
19
–
–
﹤0.01%
168
2022
Q3
$0
Hold
19
–
–
﹤0.01%
193
2022
Q2
$0
Sell
19
-20
-51%
-$219
﹤0.01%
193
2022
Q1
$0
Hold
39
–
–
﹤0.01%
170
2021
Q4
$1K
Hold
39
–
–
﹤0.01%
160
2021
Q3
$1K
Hold
39
–
–
﹤0.01%
163
2021
Q2
$1K
Hold
39
–
–
﹤0.01%
167
2021
Q1
$1K
Buy
+39
New
+$636
﹤0.01%
169
Other funds holding VTRS
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
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close