Koesten Hirschmann & Crabtree’s Viatris VTRS Stock Holding History

Koesten Hirschmann & Crabtree’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	-174	Closed	-$1.73K	–	242
2025 Q3	$1.73K	Buy	174 +2	+1%	+$19	﹤0.01%	196
2025 Q2	$1.54K	Buy	172 +2	+1%	+$17	﹤0.01%	242
2025 Q1	$1.48K	Buy	170 +2	+1%	+$21	﹤0.01%	174
2024 Q4	$2.09K	Buy	168 +2	+1%	+$25	﹤0.01%	155
2024 Q3	$1.93K	Buy	166 +3	+2%	+$35	﹤0.01%	157
2024 Q2	$1.94K	Hold	163	–	–	﹤0.01%	178
2024 Q1	$1.94K	Buy	163 +2	+1%	+$24	﹤0.01%	178
2023 Q4	$1.74K	Buy	161 +2	+1%	+$19	﹤0.01%	150
2023 Q3	$1.57K	Buy	159 +2	+1%	+$21	﹤0.01%	146
2023 Q2	$1.57K	Buy	157 +2	+1%	+$19	﹤0.01%	136
2023 Q1	$1.5K	Buy	155 +2	+1%	+$22	﹤0.01%	170
2022 Q4	$1.71K	Buy	+153	New	+$1.6K	﹤0.01%	137

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return