MSH Capital Advisors’s Viatris VTRS Stock Holding History

MSH Capital 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 Q1	$320K	Buy	23,682 +176	+0.7%	+$2.46K	0.07%	219
2025 Q4	$293K	Buy	23,506 +32	+0.1%	+$345	0.06%	224
2025 Q3	$232K	Hold	23,474	–	–	0.06%	228
2025 Q2	$210K	Sell	23,474 -31	-0.1%	-$262	0.06%	230
2025 Q1	$205K	Hold	23,505	–	–	0.06%	225
2024 Q4	$293K	Sell	23,505 -3,434	-13%	-$42.2K	0.09%	189
2024 Q3	$313K	Hold	26,939	–	–	0.1%	188
2024 Q2	$286K	Buy	26,939 +895	+3%	+$9.89K	0.1%	190
2024 Q1	$311K	Sell	26,044 -1,592	-6%	-$19.2K	0.11%	173
2023 Q4	$299K	Sell	27,636 -62,830	-69%	-$602K	0.11%	165
2023 Q3	$892K	Buy	90,466 +524	+0.6%	+$5.46K	0.35%	85
2023 Q2	$898K	Buy	89,942 +1,944	+2%	+$18.6K	0.33%	86
2023 Q1	$847K	Buy	87,998 +6,646	+8%	+$73.7K	0.36%	84
2022 Q4	$905K	Buy	81,352 +2,172	+3%	+$22.7K	0.41%	78
2022 Q3	$675K	Buy	79,180 +443	+0.6%	+$4.36K	0.33%	90
2022 Q2	$824K	Buy	78,737 +2,029	+3%	+$22.2K	0.38%	84
2022 Q1	$835K	Buy	76,708 +2,432	+3%	+$32K	0.34%	88
2021 Q4	$1M	Buy	+74,276	New	+$992K	0.45%	73

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