Financial Management Professionals’s Viatris VTRS Stock Holding History

Financial Management Professionals’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 Q2	$15.9K	Buy	999 +50	+5%	+$775	﹤0.01%	499
2026 Q1	$12.8K	Buy	949 +49	+5%	+$686	﹤0.01%	495
2025 Q4	$11.2K	Hold	900	–	–	﹤0.01%	521
2025 Q3	$8.91K	Hold	900	–	–	﹤0.01%	536
2025 Q2	$8.04K	Buy	900 +119	+15%	+$1.01K	﹤0.01%	571
2025 Q1	$6.8K	Sell	781 -40	-5%	-$420	﹤0.01%	588
2024 Q4	$10.2K	Buy	821 +40	+5%	+$492	﹤0.01%	509
2024 Q3	$9K	Sell	781 -347	-31%	-$4K	﹤0.01%	545
2024 Q2	$12K	Sell	1,128 -84	-7%	-$928	﹤0.01%	466
2024 Q1	$14K	Sell	1,212 -354	-23%	-$4.26K	﹤0.01%	492
2023 Q4	$17K	Hold	1,566	–	–	﹤0.01%	443
2023 Q3	$15K	Buy	1,566 +143	+10%	+$1.49K	﹤0.01%	429
2023 Q2	$14K	Buy	1,423 +95	+7%	+$907	﹤0.01%	482
2023 Q1	$13K	Sell	1,328 -195	-13%	-$2.16K	﹤0.01%	520
2022 Q4	$17K	Buy	1,523 +277	+22%	+$2.9K	﹤0.01%	405
2022 Q3	$11K	Sell	1,246 -104	-8%	-$1.02K	﹤0.01%	466
2022 Q2	$14K	Buy	1,350 +548	+68%	+$6.01K	﹤0.01%	429
2022 Q1	$9K	Sell	802 -118	-13%	-$1.55K	﹤0.01%	554
2021 Q4	$12K	Buy	920 +122	+15%	+$1.63K	﹤0.01%	452
2021 Q3	$11K	Sell	798 -159	-17%	-$2.26K	﹤0.01%	465
2021 Q2	$14K	Buy	957 +159	+20%	+$2.3K	﹤0.01%	345
2021 Q1	$11K	Sell	798 -85	-10%	-$1.39K	﹤0.01%	360
2020 Q4	$17K	Buy	+883	New	+$14.4K	﹤0.01%	283

Other funds holding VTRS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return