Marino Stram & Associates’s Viatris VTRS Stock Holding History

Marino Stram & Associates’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	$139K	Sell	10,254 -40	-0.4%	-$560	0.02%	185
2025 Q4	$128K	Sell	10,294 -23	-0.2%	-$248	0.02%	185
2025 Q3	$102K	Hold	10,317	–	–	0.02%	191
2025 Q2	$92.1K	Sell	10,317 -20	-0.2%	-$169	0.02%	174
2025 Q1	$90K	Sell	10,337 -6	-0.1%	-$63	0.02%	166
2024 Q4	$129K	Hold	10,343	–	–	0.03%	170
2024 Q3	$120K	Buy	10,343 +1	+0%	+$12	0.03%	167
2024 Q2	$110K	Sell	10,342 -167	-2%	-$1.84K	0.03%	163
2024 Q1	$125K	Hold	10,509	–	–	0.03%	167
2023 Q4	$114K	Sell	10,509 -110	-1%	-$1.05K	0.03%	166
2023 Q3	$105K	Sell	10,619 -229	-2%	-$2.38K	0.03%	155
2023 Q2	$108K	Buy	10,848 +11	+0.1%	+$105	0.03%	159
2023 Q1	$104K	Sell	10,837 -39	-0.4%	-$433	0.03%	152
2022 Q4	$121K	Sell	10,876 -136	-1%	-$1.42K	0.04%	150
2022 Q3	$94K	Sell	11,012 -145	-1%	-$1.43K	0.03%	137
2022 Q2	$117K	Buy	11,157 +821	+8%	+$9K	0.04%	143
2022 Q1	$112K	Sell	10,336 -465	-4%	-$6.13K	0.04%	141
2021 Q4	$146K	Sell	10,801 -137	-1%	-$1.83K	0.04%	147
2021 Q3	$148K	Buy	+10,938	New	+$155K	0.05%	140

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