MFA Wealth Advisors’s Viatris VTRS Stock Holding History

MFA Wealth Advisors’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	$1.66M	Hold	104,801	–	–	0.28%	47
2026 Q1	$1.42M	Hold	104,801	–	–	0.28%	42
2025 Q4	$1.3M	Hold	104,801	–	–	0.28%	45
2025 Q3	$1.04M	Hold	104,801	–	–	0.23%	49
2025 Q2	$936K	Hold	104,801	–	–	0.22%	51
2025 Q1	$913K	Hold	104,801	–	–	0.23%	48
2024 Q4	$1.3M	Buy	104,801 +22,506	+27%	+$277K	0.33%	36
2024 Q3	$955K	Buy	82,295 +46	+0.1%	+$531	0.21%	48
2024 Q2	$874K	Sell	82,249 -46	-0.1%	-$508	0.19%	52
2024 Q1	$983K	Hold	82,295	–	–	0.26%	50
2023 Q4	$891K	Hold	82,295	–	–	0.25%	48
2023 Q3	$811K	Hold	82,295	–	–	0.25%	46
2023 Q2	$821K	Buy	82,295 +19,291	+31%	+$184K	0.26%	42
2023 Q1	$606K	Hold	63,004	–	–	0.2%	47
2022 Q4	$701K	Hold	63,004	–	–	0.25%	38
2022 Q3	$537K	Buy	63,004 +16,442	+35%	+$162K	0.2%	40
2022 Q2	$487K	Sell	46,562 -16	-0%	-$175	0.18%	47
2022 Q1	$507K	Sell	46,578 -24	-0.1%	-$316	0.16%	54
2021 Q4	$630K	Sell	46,602 -14	-0%	-$187	0.27%	45
2021 Q3	$631K	Buy	46,616 +26	+0.1%	+$369	0.29%	43
2021 Q2	$666K	Hold	46,590	–	–	0.3%	40
2021 Q1	$651K	Hold	46,590	–	–	0.32%	41
2020 Q4	$873K	Buy	46,590 +103	+0.2%	+$1.68K	0.78%	23
2020 Q3	$689K	Hold	46,487	–	–	0.73%	24
2020 Q2	$748K	Buy	46,487 +3,501	+8%	+$56.7K	0.48%	30
2020 Q1	$641K	Hold	42,986	–	–	0.62%	31
2019 Q4	$864K	Hold	42,986	–	–	0.63%	23
2019 Q3	$850K	Hold	42,986	–	–	0.69%	24
2019 Q2	$818K	Hold	42,986	–	–	0.62%	25
2019 Q1	$1.22M	Buy	+42,986	New	+$1.25M	0.8%	26

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

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return