Sequoia Financial Advisors’s Viatris VTRS Stock Holding History

Sequoia Financial 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
2026 Q1	$1.34M	Buy	99,279 +14,234	+17%	+$199K	0.01%	766
2025 Q4	$1.06M	Buy	85,045 +10,918	+15%	+$118K	0.01%	861
2025 Q3	$734K	Buy	74,127 +15,869	+27%	+$154K	﹤0.01%	949
2025 Q2	$520K	Buy	58,258 +30,397	+109%	+$257K	﹤0.01%	978
2025 Q1	$243K	Buy	27,861 +7,519	+37%	+$78.9K	﹤0.01%	1170
2024 Q4	$253K	Sell	20,342 -8,671	-30%	-$107K	﹤0.01%	1100
2024 Q3	$337K	Buy	29,013 +15,589	+116%	+$180K	﹤0.01%	915
2024 Q2	$143K	Buy	13,424 +1,054	+9%	+$11.6K	﹤0.01%	1135
2024 Q1	$148K	Sell	12,370 -9,570	-44%	-$115K	﹤0.01%	1089
2023 Q4	$238K	Buy	+21,940	New	+$210K	﹤0.01%	1027
2021 Q3	–	Sell	-13,244	Closed	-$189K	–	455
2021 Q2	$189K	Buy	13,244 +1,740	+15%	+$25.2K	0.01%	455
2021 Q1	$161K	Sell	11,504 -2,496	-18%	-$40.7K	0.01%	425
2020 Q4	$262K	Buy	+14,000	New	+$228K	0.01%	343

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