ORG Partners’s Viatris VTRS Stock Holding History

ORG Partners’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	$7.1K	Buy	571 +170	+42%	+$1.83K	﹤0.01%	1111
2025 Q3	$3.97K	Sell	401 -99	-20%	-$964	﹤0.01%	1186
2025 Q2	$4.59K	Buy	500 +335	+203%	+$2.83K	﹤0.01%	1067
2025 Q1	$1.42K	Buy	165 +27	+20%	+$283	﹤0.01%	1126
2024 Q4	$1.73K	Buy	138 +24	+21%	+$295	﹤0.01%	1104
2024 Q3	$1.33K	Sell	114 -87	-43%	-$1K	﹤0.01%	974
2024 Q2	$2.14K	Buy	201 +81	+68%	+$895	﹤0.01%	1497
2024 Q1	$1.45K	Sell	120 -206	-63%	-$2.48K	﹤0.01%	421
2023 Q4	$3.54K	Sell	326 -32	-9%	-$306	﹤0.01%	891
2023 Q3	$3.54K	Sell	358 -66	-16%	-$687	﹤0.01%	1004
2023 Q2	$4.13K	Buy	+424	New	+$4.05K	﹤0.01%	1091

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return