SFFS
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Stonehage Fleming Financial Services’s Viatris VTRS Stock Holding History

Stonehage Fleming Financial Services’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
-463
Closed -$4.58K – 244
2025
Q3 		$4.58K Hold
463
– – ﹤0.01% 210
2025
Q2 		$4.13K Hold
463
– – ﹤0.01% 203
2025
Q1 		$4.03K Hold
463
– – ﹤0.01% 180
2024
Q4 		$5.76K Hold
463
– – ﹤0.01% 211
2024
Q3 		$5.38K Hold
463
– – ﹤0.01% 208
2024
Q2 		$4.92K Buy
+463
New +$5.12K ﹤0.01% 214
2022
Q1 		– Sell
-399
Closed -$5K – 242
2021
Q4 		$5K Hold
399
– – ﹤0.01% 216
2021
Q3 		$5K Hold
399
– – ﹤0.01% 220
2021
Q2 		$6K Sell
399
-434
-52% -$6.28K ﹤0.01% 204
2021
Q1 		$12K Buy
833
+372
+81% +$6.06K ﹤0.01% 180
2020
Q4 		$9K Buy
+461
New +$7.52K ﹤0.01% 177

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return