Farther Finance Advisors’s Viatris VTRS Stock Holding History

Farther Finance 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	$588K	Buy	43,117 +20,196	+88%	+$283K	0.01%	1292
2025 Q4	$285K	Buy	22,921 +7,652	+50%	+$82.6K	﹤0.01%	1670
2025 Q3	$151K	Buy	15,269 +1,121	+8%	+$10.9K	﹤0.01%	1781
2025 Q2	$126K	Buy	14,148 +3,093	+28%	+$26.2K	﹤0.01%	1641
2025 Q1	$95.1K	Buy	11,055 +20	+0.2%	+$210	﹤0.01%	1566
2024 Q4	$137K	Buy	11,035 +2,514	+30%	+$30.9K	0.01%	1168
2024 Q3	$98.9K	Buy	8,521 +769	+10%	+$8.87K	﹤0.01%	1307
2024 Q2	$82.1K	Buy	7,752 +207	+3%	+$2.29K	﹤0.01%	1214
2024 Q1	$90.1K	Buy	7,545 +1,311	+21%	+$15.8K	0.01%	977
2023 Q4	$67.5K	Buy	6,234 +1,184	+23%	+$11.3K	﹤0.01%	924
2023 Q3	$49.8K	Buy	5,050 +494	+11%	+$5.14K	0.01%	772
2023 Q2	$45.5K	Buy	4,556 +809	+22%	+$7.73K	0.01%	708
2023 Q1	$36K	Buy	3,747 +1,166	+45%	+$12.9K	0.01%	701
2022 Q4	$28.7K	Buy	+2,581	New	+$27K	0.01%	622

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