Clear Investment Research’s Viatris VTRS Stock Holding History

Clear Investment Research’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 Q4	–	Sell	-248	Closed	-$2.46K	–	242
2025 Q3	$2.46K	Hold	248	–	–	﹤0.01%	215
2025 Q2	$2.21K	Hold	248	–	–	﹤0.01%	196
2025 Q1	$2.16K	Hold	248	–	–	﹤0.01%	189
2024 Q4	$3.09K	Hold	248	–	–	﹤0.01%	181
2024 Q3	$2.88K	Hold	248	–	–	﹤0.01%	185
2024 Q2	$2.64K	Hold	248	–	–	﹤0.01%	176
2024 Q1	$2.96K	Hold	248	–	–	﹤0.01%	185
2023 Q4	$2.69K	Hold	248	–	–	﹤0.01%	232
2023 Q3	$2.46K	Hold	248	–	–	﹤0.01%	164
2023 Q2	$2.48K	Sell	248 -49	-16%	-$468	﹤0.01%	165
2023 Q1	$2.86K	Hold	297	–	–	0.01%	149
2022 Q4	$3K	Buy	297 +49	+20%	+$512	0.01%	145
2022 Q3	$2K	Hold	248	–	–	﹤0.01%	145
2022 Q2	$3K	Hold	248	–	–	0.01%	118
2022 Q1	$3K	Hold	248	–	–	0.01%	122
2021 Q4	$3K	Hold	248	–	–	﹤0.01%	128
2021 Q3	$3K	Hold	248	–	–	﹤0.01%	127
2021 Q2	$4K	Buy	+248	New	+$3.59K	0.01%	123

Other funds holding VTRS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $431B AUM 30.22% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return