LRI Investments’s Viatris VTRS Stock Holding History

LRI Investments’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 Q2	$11.7K	Buy	737 +582	+375%	+$9.02K	﹤0.01%	917
2026 Q1	$2.09K	Hold	155	–	–	﹤0.01%	1255
2025 Q4	$1.93K	Sell	155 -264	-63%	-$2.85K	﹤0.01%	1209
2025 Q3	$4.15K	Hold	419	–	–	﹤0.01%	1082
2025 Q2	$3.74K	Hold	419	–	–	﹤0.01%	1079
2025 Q1	$3.65K	Sell	419 -15	-3%	-$157	﹤0.01%	1014
2024 Q4	$5.4K	Hold	434	–	–	﹤0.01%	910
2024 Q3	$5.48K	Buy	434 +28	+7%	+$323	﹤0.01%	912
2024 Q2	$4.32K	Sell	406 -683	-63%	-$7.55K	﹤0.01%	939
2024 Q1	$13K	Buy	+1,089	New	+$13.1K	﹤0.01%	454

Other funds holding VTRS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return