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Nalls Sherbakoff Group’s Viatris VTRS Stock Holding History

Nalls Sherbakoff Group’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
2025
Q4 		$4.76K Buy
382
+252
+194% +$2.72K ﹤0.01% 371
2025
Q3 		$1.29K Hold
130
– – ﹤0.01% 397
2025
Q2 		$1.16K Hold
130
– – ﹤0.01% 400
2025
Q1 		$1.13K Buy
+130
New +$1.36K ﹤0.01% 404
2023
Q4 		$1.41K Hold
130
– – ﹤0.01% 369
2023
Q3 		$1.28K Hold
130
– – ﹤0.01% 379
2023
Q2 		$1.19K Hold
130
– – ﹤0.01% 399
2023
Q1 		$1.24K Buy
+130
New +$1.44K ﹤0.01% 425
2018
Q4 		$12K Buy
+450
New +$14.6K 0.02% 255

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return