IFS Advisors’s Viatris VTRS Stock Holding History

IFS 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	$689	Hold	51	–	–	﹤0.01%	199
2025 Q4	$634	Hold	51	–	–	﹤0.01%	179
2025 Q3	$504	Hold	51	–	–	﹤0.01%	166
2025 Q2	$455	Hold	51	–	–	﹤0.01%	158
2025 Q1	$444	Hold	51	–	–	﹤0.01%	185
2024 Q4	$634	Hold	51	–	–	﹤0.01%	172
2024 Q3	$592	Hold	51	–	–	﹤0.01%	144
2024 Q2	$542	Hold	51	–	–	﹤0.01%	144
2024 Q1	$608	Hold	51	–	–	﹤0.01%	141
2023 Q4	$552	Hold	51	–	–	﹤0.01%	137
2023 Q3	$502	Hold	51	–	–	﹤0.01%	135
2023 Q2	$508	Hold	51	–	–	﹤0.01%	137
2023 Q1	$490	Hold	51	–	–	﹤0.01%	113
2022 Q4	$567	Hold	51	–	–	﹤0.01%	117
2022 Q3	$0	Hold	51	–	–	﹤0.01%	130
2022 Q2	$0	Hold	51	–	–	﹤0.01%	131
2022 Q1	$0	Hold	51	–	–	﹤0.01%	143
2021 Q4	$0	Buy	+51	New	+$681	﹤0.01%	140
2021 Q1	–	Sell	-113	Closed	-$2K	–	146
2020 Q4	$2K	Buy	+113	New	+$1.84K	﹤0.01%	151

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