Forum Financial Management’s Viatris VTRS Stock Holding History

Forum Financial 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	–	Sell	-30,268	Closed	-$377K	–	982
2025 Q4	$377K	Buy	30,268 +9,263	+44%	+$99.9K	﹤0.01%	627
2025 Q3	$208K	Sell	21,005 -11,353	-35%	-$111K	﹤0.01%	951
2025 Q2	$289K	Sell	32,358 -3,948	-11%	-$33.4K	﹤0.01%	694
2025 Q1	$316K	Sell	36,306 -31	-0.1%	-$325	0.01%	568
2024 Q4	$452K	Buy	36,337 +2,594	+8%	+$31.9K	0.01%	419
2024 Q3	$392K	Sell	33,743 -159	-0.5%	-$1.83K	0.01%	411
2024 Q2	$360K	Buy	33,902 +241	+0.7%	+$2.66K	0.01%	415
2024 Q1	$402K	Sell	33,661 -147	-0.4%	-$1.77K	0.01%	397
2023 Q4	$366K	Buy	33,808 +11,544	+52%	+$111K	0.01%	381
2023 Q3	$220K	Sell	22,264 -54	-0.2%	-$562	﹤0.01%	551
2023 Q2	$223K	Sell	22,318 -6,932	-24%	-$66.2K	0.01%	570
2023 Q1	$281K	Sell	29,250 -45	-0.2%	-$499	0.01%	421
2022 Q4	$326K	Buy	29,295 +171	+0.6%	+$1.79K	0.01%	364
2022 Q3	$248K	Buy	+29,124	New	+$287K	0.01%	416
2022 Q2	–	Sell	-17,171	Closed	-$186K	–	665
2022 Q1	$186K	Sell	17,171 -417	-2%	-$5.49K	0.01%	578
2021 Q4	$238K	Buy	+17,588	New	+$235K	0.01%	534

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