EverSource Wealth Advisors’s Viatris VTRS Stock Holding History

EverSource Wealth Advisors’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	$76.6K	Buy	5,671 +1,134	+25%	+$15.9K	﹤0.01%	1592
2025 Q4	$56.5K	Sell	4,537 -366	-7%	-$3.95K	﹤0.01%	1664
2025 Q3	$48.5K	Buy	4,903 +1,539	+46%	+$15K	﹤0.01%	1738
2025 Q2	$30K	Sell	3,364 -565	-14%	-$4.78K	﹤0.01%	1976
2025 Q1	$34.2K	Buy	3,929 +59	+2%	+$619	﹤0.01%	1420
2024 Q4	$48.2K	Buy	3,870 +784	+25%	+$9.64K	﹤0.01%	1206
2024 Q3	$35.8K	Buy	3,086 +381	+14%	+$4.4K	﹤0.01%	1210
2024 Q2	$32.6K	Sell	2,705 -49	-2%	-$541	﹤0.01%	1291
2024 Q1	$31.9K	Buy	2,754 +235	+9%	+$2.83K	﹤0.01%	1166
2023 Q4	$27.3K	Sell	2,519 -1,021	-29%	-$9.78K	﹤0.01%	1114
2023 Q3	$34.9K	Buy	3,540 +107	+3%	+$1.11K	﹤0.01%	940
2023 Q2	$34.3K	Buy	3,433 +126	+4%	+$1.2K	﹤0.01%	976
2023 Q1	$31.8K	Buy	3,307 +62	+2%	+$688	﹤0.01%	943
2022 Q4	$36.1K	Buy	3,245 +1,704	+111%	+$17.8K	0.01%	880
2022 Q3	$13K	Buy	1,541 +472	+44%	+$4.65K	﹤0.01%	1058
2022 Q2	$12K	Buy	1,069 +205	+24%	+$2.25K	﹤0.01%	997
2022 Q1	$10K	Sell	864 -403	-32%	-$5.31K	﹤0.01%	988
2021 Q4	$18K	Buy	+1,267	New	+$16.9K	0.01%	738

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