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Cherry Tree Wealth Management’s Viatris VTRS Stock Holding History

Cherry Tree 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 		$25.7K Buy
1,904
+16
+0.8% +$224 0.01% 327
2025
Q4 		$23.5K Buy
1,888
+19
+1% +$205 0.01% 337
2025
Q3 		$18.5K Buy
1,869
+23
+1% +$224 ﹤0.01% 347
2025
Q2 		$16.5K Buy
1,846
+24
+1% +$203 ﹤0.01% 356
2025
Q1 		$15.9K Buy
1,822
+23
+1% +$241 ﹤0.01% 373
2024
Q4 		$22.4K Buy
1,799
+17
+1% +$209 0.01% 325
2024
Q3 		$20.7K Buy
1,782
+18
+1% +$208 ﹤0.01% 340
2024
Q2 		$18.8K Buy
1,764
+20
+1% +$221 ﹤0.01% 334
2024
Q1 		$20.8K Buy
1,744
+18
+1% +$217 0.01% 313
2023
Q4 		$18.7K Sell
1,726
-874
-34% -$8.37K 0.01% 310
2023
Q3 		$25.6K Buy
2,600
+20
+0.8% +$208 0.01% 277
2023
Q2 		$25.7K Buy
+2,580
New +$24.6K 0.01% 275

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