PCS
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Personal CFO Solutions’s Viatris VTRS Stock Holding History

Personal CFO Solutions’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 		$184K Sell
13,654
-1,596
-10% -$22.3K 0.03% 516
2025
Q4 		$190K Sell
15,250
-1,086
-7% -$11.7K 0.03% 501
2025
Q3 		$162K Buy
16,336
+3,329
+26% +$32.4K 0.03% 491
2025
Q2 		$116K Buy
13,007
+1,176
+10% +$9.94K 0.02% 480
2025
Q1 		$103K Sell
11,831
-100
-0.8% -$1.05K 0.02% 446
2024
Q4 		$149K Sell
11,931
-2,319
-16% -$28.5K 0.03% 452
2024
Q3 		$165K Buy
14,250
+870
+7% +$10K 0.02% 548
2024
Q2 		$142K Buy
+13,380
New +$148K 0.02% 523

Other funds holding VTRS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
RCMNY
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return