GHP Investment Advisors’s Viatris VTRS Stock Holding History

GHP Investment 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	$16.1K	Sell	1,189 -5	-0.4%	-$70	﹤0.01%	734
2025 Q4	$14.9K	Buy	1,194 +18	+2%	+$194	﹤0.01%	687
2025 Q3	$11.6K	Buy	1,176 +13	+1%	+$127	﹤0.01%	691
2025 Q2	$10.4K	Buy	1,163 +16	+1%	+$135	﹤0.01%	711
2025 Q1	$9.99K	Buy	1,147 +14	+1%	+$147	﹤0.01%	691
2024 Q4	$14.1K	Buy	1,133 +11	+1%	+$135	﹤0.01%	652
2024 Q3	$13K	Buy	1,122 +11	+1%	+$127	﹤0.01%	678
2024 Q2	$11.8K	Buy	1,111 +13	+1%	+$144	﹤0.01%	669
2024 Q1	$13.1K	Buy	1,098 +11	+1%	+$132	﹤0.01%	632
2023 Q4	$11.8K	Buy	1,087 +13	+1%	+$124	﹤0.01%	634
2023 Q3	$10K	Buy	1,074 +875	+440%	+$9.11K	﹤0.01%	700
2023 Q2	$2.26K	Sell	199 -46	-19%	-$439	﹤0.01%	823
2023 Q1	$2.35K	Buy	245 +1	+0.4%	+$11	﹤0.01%	819
2022 Q4	$2.72K	Sell	244 -9	-4%	-$94	﹤0.01%	813
2022 Q3	$2K	Hold	253	–	–	﹤0.01%	847
2022 Q2	$3K	Sell	253 -195	-44%	-$2.14K	﹤0.01%	834
2022 Q1	$5K	Buy	+448	New	+$5.9K	﹤0.01%	830

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