FDW
VTRS icon

Fourth Dimension Wealth’s Viatris VTRS Stock Holding History

Fourth Dimension Wealth’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 		$5.28K Sell
391
-49
-11% -$686 ﹤0.01% 473
2025
Q4 		$5.48K Buy
440
+19
+5% +$205 ﹤0.01% 475
2025
Q3 		$4.17K Buy
421
+1
+0.2% +$10 ﹤0.01% 502
2025
Q2 		$3.75K Buy
420
+29
+7% +$245 ﹤0.01% 508
2025
Q1 		$3.4K Buy
391
+58
+17% +$609 ﹤0.01% 518
2024
Q4 		$4.87K Buy
+333
New +$4.09K ﹤0.01% 503

Other funds holding VTRS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
RCMNY
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return