Empowered Funds’s Viatris VTRS Stock Holding History

Empowered Funds’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	$1.48M	Sell	109,726 -184,705	-63%	-$2.58M	0.01%	1247
2025 Q4	$3.67M	Buy	294,431 +230,637	+362%	+$2.49M	0.06%	333
2025 Q3	$632K	Buy	63,794 +6,846	+12%	+$66.6K	0.01%	1324
2025 Q2	$509K	Buy	56,948 +23,749	+72%	+$201K	0.01%	1311
2025 Q1	$289K	Buy	33,199 +4,678	+16%	+$49.1K	﹤0.01%	1414
2024 Q4	$355K	Buy	28,521 +10,518	+58%	+$129K	0.01%	1314
2024 Q3	$209K	Sell	18,003 -1,607	-8%	-$18.5K	﹤0.01%	1319
2024 Q2	$208K	Buy	19,610 +2,195	+13%	+$24.3K	﹤0.01%	1293
2024 Q1	$208K	Sell	17,415 -8,402	-33%	-$101K	﹤0.01%	1297
2023 Q4	$280K	Buy	25,817 +2,421	+10%	+$23.2K	0.01%	1129
2023 Q3	$231K	Sell	23,396 -10,715	-31%	-$112K	0.01%	1117
2023 Q2	$340K	Buy	+34,111	New	+$326K	0.01%	920

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