SAM
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Smartleaf Asset Management’s Viatris VTRS Stock Holding History

Smartleaf Asset 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 		$189K Sell
14,592
-1,061
-7% -$14.8K 0.01% 806
2025
Q4 		$196K Buy
15,653
+14,456
+1,208% +$156K 0.01% 805
2025
Q3 		$11.5K Buy
1,197
+564
+89% +$5.49K ﹤0.01% 2056
2025
Q2 		$5.7K Sell
633
-2,677
-81% -$22.6K ﹤0.01% 2003
2025
Q1 		$28.7K Sell
3,310
-1,849
-36% -$19.4K ﹤0.01% 1425
2024
Q4 		$63.9K Buy
5,159
+1,459
+39% +$17.9K 0.01% 1062
2024
Q3 		$42.7K Buy
3,700
+3,040
+461% +$35.1K 0.01% 977
2024
Q2 		$6.92K Buy
660
+274
+71% +$3.03K ﹤0.01% 1625
2024
Q1 		$4.57K Buy
386
+118
+44% +$1.42K ﹤0.01% 1246
2023
Q4 		$2.96K Buy
+268
New +$2.57K ﹤0.01% 921

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