Rise Advisors’s Viatris VTRS Stock Holding History

Rise 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 Q4	–	Sell	-166	Closed	-$1.65K	–	1404
2025 Q3	$1.65K	Buy	166 +1	+0.6%	+$10	﹤0.01%	1214
2025 Q2	$1.48K	Buy	165 +58	+54%	+$490	﹤0.01%	1229
2025 Q1	$935	Buy	107 +1	+0.9%	+$10	﹤0.01%	1277
2024 Q4	$1.32K	Hold	106	–	–	﹤0.01%	1081
2024 Q3	$1.23K	Buy	106 +1	+1%	+$12	﹤0.01%	1158
2024 Q2	$1.12K	Buy	105 +1	+1%	+$11	﹤0.01%	1157
2024 Q1	$1.25K	Hold	104	–	–	﹤0.01%	1170
2023 Q4	$1.12K	Sell	104 -5	-5%	-$48	﹤0.01%	513
2023 Q3	$1.07K	Sell	109 -23	-17%	-$239	﹤0.01%	526
2023 Q2	$1.31K	Buy	132 +2	+2%	+$19	﹤0.01%	556
2023 Q1	$1.25K	Sell	130 -23	-15%	-$255	﹤0.01%	631
2022 Q4	$1.7K	Buy	153 +1	+0.7%	+$10	﹤0.01%	591
2022 Q3	$1K	Buy	152 +2	+1%	+$20	﹤0.01%	689
2022 Q2	$2K	Buy	150 +1	+0.7%	+$11	﹤0.01%	587
2022 Q1	$2K	Buy	149 +1	+0.7%	+$13	﹤0.01%	563
2021 Q4	$2K	Buy	+148	New	+$1.98K	﹤0.01%	534

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