IWM
VTRS icon

IHT Wealth Management’s Viatris VTRS Stock Holding History

IHT 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 		$349K Buy
+25,819
New +$361K 0.01% 958
2021
Q2 		– Sell
-10,585
Closed -$148K – 985
2021
Q1 		$148K Sell
10,585
-990
-9% -$16.1K 0.01% 795
2020
Q4 		$217K Buy
+11,575
New +$189K 0.02% 669
2018
Q2 		– Sell
-1,303
Closed -$52K – 1361
2018
Q1 		$52K Sell
1,303
-2,047
-61% -$87.3K 0.01% 666
2017
Q4 		$149K Buy
3,350
+2,220
+196% +$84.9K 0.04% 404
2017
Q3 		$43K Sell
1,130
-28
-2% -$950 0.02% 558
2017
Q2 		$1 Buy
1,158
+815
+238% +$31.3K ﹤0.01% 1375
2017
Q1 		$13K Buy
343
+100
+41% +$4.03K 0.01% 768
2016
Q4 		$10K Buy
+243
New +$9.03K 0.01% 806

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