Choate Investment Advisors’s Viatris VTRS Stock Holding History

Choate 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	$187K	Sell	13,829 -427	-3%	-$5.98K	﹤0.01%	431
2025 Q4	$177K	Sell	14,256 -210	-1%	-$2.27K	﹤0.01%	431
2025 Q3	$143K	Buy	14,466 +1,148	+9%	+$11.2K	﹤0.01%	419
2025 Q2	$119K	Sell	13,318 -806	-6%	-$6.82K	﹤0.01%	416
2025 Q1	$123K	Sell	14,124 -2,379	-14%	-$25K	﹤0.01%	389
2024 Q4	$205K	Buy	16,503 +2,760	+20%	+$33.9K	﹤0.01%	386
2024 Q3	$160K	Sell	13,743 -598	-4%	-$6.9K	﹤0.01%	379
2024 Q2	$152K	Sell	14,341 -1,084	-7%	-$12K	﹤0.01%	373
2024 Q1	$184K	Sell	15,425 -1,897	-11%	-$22.9K	0.01%	396
2023 Q4	$188K	Buy	17,322 +1,091	+7%	+$10.4K	0.01%	367
2023 Q3	$160K	Buy	16,231 +281	+2%	+$2.93K	0.01%	362
2023 Q2	$159K	Buy	+15,950	New	+$152K	0.01%	289
2021 Q3	–	Sell	-10,207	Closed	-$146K	–	348
2021 Q2	$146K	Sell	10,207 -2,777	-21%	-$40.2K	0.01%	273
2021 Q1	$181K	Buy	+12,984	New	+$212K	0.01%	248

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