Forza Wealth Management’s Viatris VTRS Stock Holding History

Forza Wealth 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	$190K	Sell	14,062 -581	-4%	-$8.13K	0.07%	188
2025 Q4	$182K	Sell	14,643 -6,934	-32%	-$74.8K	0.07%	183
2025 Q3	$214K	Hold	21,577	–	–	0.08%	186
2025 Q2	$193K	Hold	21,577	–	–	0.08%	185
2025 Q1	$188K	Sell	21,577 -372	-2%	-$3.91K	0.08%	174
2024 Q4	$273K	Sell	21,949 -400	-2%	-$4.92K	0.12%	158
2024 Q3	$259K	Hold	22,349	–	–	0.12%	159
2024 Q2	$238K	Hold	22,349	–	–	0.12%	158
2024 Q1	$267K	Sell	22,349 -15	-0.1%	-$181	0.14%	150
2023 Q4	$242K	Sell	22,364 -1,522	-6%	-$14.6K	0.13%	150
2023 Q3	$236K	Hold	23,886	–	–	0.12%	166
2023 Q2	$238K	Sell	23,886 -359	-1%	-$3.43K	0.12%	166
2023 Q1	$233K	Hold	24,245	–	–	0.12%	163
2022 Q4	$270K	Buy	+24,245	New	+$253K	0.18%	121

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