Ritholtz Wealth Management’s Viatris VTRS Stock Holding History

Ritholtz Wealth Management’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	$1.42M	Buy	104,828 +94,389	+904%	+$1.32M	0.02%	464
2025 Q4	$130K	Sell	10,439 -76	-0.7%	-$820	﹤0.01%	1087
2025 Q3	$104K	Sell	10,515 -12,078	-53%	-$118K	﹤0.01%	1021
2025 Q2	$202K	Sell	22,593 -60,959	-73%	-$515K	﹤0.01%	919
2025 Q1	$728K	Sell	83,552 -33,603	-29%	-$353K	0.02%	484
2024 Q4	$1.46M	Sell	117,155 -7,208	-6%	-$88.6K	0.04%	284
2024 Q3	$1.44M	Buy	124,363 +4,940	+4%	+$57K	0.04%	296
2024 Q2	$1.27M	Sell	119,423 -44,828	-27%	-$495K	0.04%	292
2024 Q1	$1.96M	Buy	164,251 +2,983	+2%	+$35.9K	0.07%	201
2023 Q4	$1.75M	Buy	161,268 +295	+0.2%	+$2.83K	0.07%	193
2023 Q3	$1.59M	Buy	160,973 +14,037	+10%	+$146K	0.07%	183
2023 Q2	$1.47M	Buy	146,936 +73,226	+99%	+$699K	0.07%	198
2023 Q1	$709K	Buy	73,710 +13,290	+22%	+$147K	0.04%	339
2022 Q4	$672K	Buy	60,420 +37,576	+164%	+$393K	0.04%	305
2022 Q3	$195K	Buy	+22,844	New	+$225K	0.01%	660

Other funds holding VTRS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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