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VTRS icon

InceptionR’s Viatris VTRS Stock Holding History

InceptionR’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
2025
Q4 		– Sell
-25,002
Closed -$248K – 896
2025
Q3 		$248K Buy
+25,002
New +$243K 0.06% 530
2024
Q4 		– Sell
-101,511
Closed -$1.18M – 887
2024
Q3 		$1.18M Buy
+101,511
New +$1.17M 0.29% 97
2024
Q2 		– Sell
-15,319
Closed -$183K – 875
2024
Q1 		$183K Buy
+15,319
New +$185K 0.05% 520
2023
Q3 		– Sell
-27,020
Closed -$270K – 591
2023
Q2 		$270K Sell
27,020
-76,769
-74% -$733K 0.14% 297
2023
Q1 		$998K Buy
103,789
+66,205
+176% +$734K 0.32% 109
2022
Q4 		$418K Buy
+37,584
New +$393K 0.22% 202

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return