Morton Brown Family Wealth’s Viatris VTRS Stock Holding History

Morton Brown Family Wealth’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	$324	Buy	24 +12	+100%	+$168	﹤0.01%	281
2025 Q4	$149	Hold	12	–	–	﹤0.01%	289
2025 Q3	$119	Hold	12	–	–	﹤0.01%	260
2025 Q2	$107	Hold	12	–	–	﹤0.01%	306
2025 Q1	$105	Hold	12	–	–	﹤0.01%	310
2024 Q4	$149	Hold	12	–	–	﹤0.01%	274
2024 Q3	$139	Hold	12	–	–	﹤0.01%	266
2024 Q2	$141	Buy	+12	New	+$133	﹤0.01%	216
2024 Q1	–	Sell	-43	Closed	-$466	–	298
2023 Q4	$466	Buy	+43	New	+$412	﹤0.01%	269
2023 Q1	–	Hold	0	–	–	–	309
2022 Q4	–	Sell	-119	Closed	-$1.24K	–	230
2022 Q3	$1K	Sell	119 -257	-68%	-$2.53K	﹤0.01%	200
2022 Q2	$4K	Buy	376 +97	+35%	+$1.06K	﹤0.01%	173
2022 Q1	$3K	Sell	279 -43	-13%	-$567	﹤0.01%	124
2021 Q4	$4K	Buy	+322	New	+$4.3K	﹤0.01%	144

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