Envestnet Portfolio Solutions

Envestnet Portfolio Solutions’s Viatris VTRS Stock Holding History

Envestnet Portfolio Solutions’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	$3.2M	Sell	236,904 -28,502	-11%	-$399K	0.02%	372
2025 Q4	$3.3M	Sell	265,406 -4,871	-2%	-$52.6K	0.01%	445
2025 Q3	$2.68M	Sell	270,277 -26,927	-9%	-$262K	0.01%	467
2025 Q2	$2.65M	Buy	+297,204	New	+$2.51M	0.01%	493
2025 Q1	–	Sell	-79,089	Closed	-$985K	–	1781
2024 Q4	$985K	Sell	79,089 -5,446	-6%	-$66.9K	﹤0.01%	934
2024 Q3	$981K	Sell	84,535 -754	-0.9%	-$8.7K	﹤0.01%	898
2024 Q2	$907K	Buy	85,289 +8,067	+10%	+$89.1K	﹤0.01%	890
2024 Q1	$922K	Buy	77,222 +14,945	+24%	+$180K	﹤0.01%	869
2023 Q4	$674K	Sell	62,277 -2,997	-5%	-$28.7K	﹤0.01%	923
2023 Q3	$644K	Buy	+65,274	New	+$680K	﹤0.01%	888

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