SIS
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Strategic Investment Solutions’s Viatris VTRS Stock Holding History

Strategic Investment Solutions’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
Q2 		$17.8K Buy
1,123
+8
+0.7% +$124 ﹤0.01% 372
2026
Q1 		$15.1K Buy
1,115
+8
+0.7% +$112 ﹤0.01% 377
2025
Q4 		$13.8K Sell
1,107
-52
-4% -$561 ﹤0.01% 360
2025
Q3 		$11.5K Sell
1,159
-9
-0.8% -$88 ﹤0.01% 361
2025
Q2 		$10.4K Buy
1,168
+36
+3% +$304 ﹤0.01% 359
2025
Q1 		$9.87K Buy
1,132
+12
+1% +$126 ﹤0.01% 368
2024
Q4 		$13.9K Sell
1,120
-66
-6% -$811 ﹤0.01% 348
2024
Q3 		$13.8K Buy
1,186
+585
+97% +$6.75K ﹤0.01% 325
2024
Q2 		$8.17K Buy
+601
New +$6.64K ﹤0.01% 367
2023
Q4 		$13.3K Sell
1,229
-55,096
-98% -$528K ﹤0.01% 714
2023
Q3 		$586K Buy
56,325
+55,739
+9,512% +$580K 0.01% 378
2023
Q2 		$5.38K Sell
586
-20
-3% -$191 ﹤0.01% 648
2023
Q1 		$5.82K Buy
+606
New +$6.72K ﹤0.01% 732

Other funds holding VTRS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return