Evergreen Capital Management’s Viatris VTRS Stock Holding History

Evergreen Capital Management’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	$211K	Buy	15,647 +1,155	+8%	+$16.2K	﹤0.01%	1358
2025 Q4	$180K	Buy	14,492 +2,120	+17%	+$22.9K	﹤0.01%	1329
2025 Q3	$122K	Buy	12,372 +1,676	+16%	+$16.3K	﹤0.01%	1272
2025 Q2	$95.5K	Sell	10,696 -6,970	-39%	-$58.9K	﹤0.01%	1099
2025 Q1	$154K	Sell	17,666 -1,868	-10%	-$19.6K	0.01%	1031
2024 Q4	$243K	Buy	19,534 +465	+2%	+$5.71K	0.01%	857
2024 Q3	$221K	Buy	19,069 +1,873	+11%	+$21.6K	0.01%	879
2024 Q2	$183K	Sell	17,196 -2,055	-11%	-$22.7K	0.01%	879
2024 Q1	$230K	Buy	19,251 +5,647	+42%	+$68K	0.01%	737
2023 Q4	$147K	Sell	13,604 -13,257	-49%	-$127K	0.01%	800
2023 Q3	$265K	Buy	26,861 +1,648	+7%	+$17.2K	0.01%	603
2023 Q2	$252K	Buy	25,213 +11,846	+89%	+$113K	0.01%	628
2023 Q1	$129K	Buy	+13,367	New	+$148K	0.01%	683
2021 Q2	–	Sell	-398,729	Closed	-$5.57M	–	556
2021 Q1	$5.57M	Buy	398,729 +369,526	+1,265%	+$6.02M	0.29%	97
2020 Q4	$547K	Buy	+29,203	New	+$476K	0.03%	277

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