SouthState Corp’s Viatris VTRS Stock Holding History

SouthState Corp’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	$2.9K	Sell	215 -217	-50%	-$3.04K	﹤0.01%	837
2025 Q4	$5.38K	Sell	432 -299	-41%	-$3.23K	﹤0.01%	793
2025 Q3	$7.24K	Sell	731 -123	-14%	-$1.2K	﹤0.01%	709
2025 Q2	$7.63K	Buy	854 +374	+78%	+$3.16K	﹤0.01%	829
2025 Q1	$4.18K	Buy	+480	New	+$5.04K	﹤0.01%	1027
2024 Q4	–	Hold	0	–	–	–	702
2024 Q3	–	Hold	0	–	–	–	654
2024 Q2	–	Hold	0	–	–	–	767
2024 Q1	–	Hold	0	–	–	–	750
2023 Q4	–	Sell	-16	Closed	-$153	–	689
2023 Q3	$158	Buy	+16	New	+$167	﹤0.01%	622
2023 Q2	–	Hold	0	–	–	–	650
2022 Q4	–	Hold	0	–	–	–	739
2022 Q3	–	Sell	-2,784	Closed	-$27.4K	–	742
2022 Q2	$29K	Buy	2,784 +2,043	+276%	+$22.4K	﹤0.01%	461
2022 Q1	$8K	Buy	741 +651	+723%	+$8.58K	﹤0.01%	618
2021 Q4	$1K	Buy	+90	New	+$1.2K	﹤0.01%	705
2021 Q3	–	Sell	-272	Closed	-$3.86K	–	572
2021 Q2	$4K	Sell	272 -1,523	-85%	-$22K	﹤0.01%	341
2021 Q1	$25K	Sell	1,795 -5,767	-76%	-$94K	﹤0.01%	307
2020 Q4	$142K	Buy	+7,562	New	+$123K	0.01%	252

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