Cornerstone Planning Group’s Viatris VTRS Stock Holding History

Cornerstone Planning Group’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	$7.15K	Buy	461 +100	+28%	+$1.4K	﹤0.01%	1003
2025 Q4	$4.68K	Sell	361 -248,559	-100%	-$2.68M	﹤0.01%	1007
2025 Q3	$12.7M	Buy	248,920 +248,548	+66,814%	+$2.42M	2.03%	13
2025 Q2	$3.34K	Buy	372 +20	+6%	+$169	﹤0.01%	819
2025 Q1	$2.75K	Sell	352 -53	-13%	-$556	﹤0.01%	904
2024 Q4	$4.63K	Buy	405 +324	+400%	+$3.98K	﹤0.01%	597
2024 Q3	$953	Hold	81	–	–	﹤0.01%	942
2024 Q2	$936	Sell	81 -8	-9%	-$88	﹤0.01%	957
2024 Q1	$1.04K	Buy	89 +9	+11%	+$108	﹤0.01%	778
2023 Q4	$871	Sell	80 -29	-27%	-$278	﹤0.01%	735
2023 Q3	$1.07K	Sell	109 -28	-20%	-$292	﹤0.01%	773
2023 Q2	$1.37K	Buy	+137	New	+$1.31K	﹤0.01%	1279
2022 Q4	$1.58K	Buy	+137	New	+$1.43K	﹤0.01%	1253

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