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One Wealth Advisors’s Viatris VTRS Stock Holding History

One 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
2025
Q1 		– Sell
-17,163
Closed -$214K – 308
2024
Q4 		$214K Sell
17,163
-35,362
-67% -$435K 0.03% 231
2024
Q3 		$610K Sell
52,525
-3,550
-6% -$41K 0.09% 114
2024
Q2 		$661K Sell
56,075
-15,992
-22% -$177K 0.14% 81
2024
Q1 		$860K Buy
72,067
+10,462
+17% +$126K 0.15% 83
2023
Q4 		$667K Sell
61,605
-1,315
-2% -$12.6K 0.13% 85
2023
Q3 		$620K Buy
62,920
+10,201
+19% +$106K 0.14% 85
2023
Q2 		$526K Buy
52,719
+18,420
+54% +$176K 0.11% 99
2023
Q1 		$330K Buy
34,299
+1,290
+4% +$14.3K 0.08% 137
2022
Q4 		$367K Buy
33,009
+21,692
+192% +$227K 0.08% 119
2022
Q3 		$96K Buy
+11,317
New +$111K 0.03% 174

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return