Syverson Strege & Co’s Viatris VTRS Stock Holding History

Syverson Strege & Co’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	$176K	Buy	13,011 +1,495	+13%	+$20.9K	0.04%	166
2025 Q4	$143K	Buy	+11,516	New	+$124K	0.03%	164
2023 Q2	–	Sell	-189	Closed	-$1.82K	–	610
2023 Q1	$1.82K	Buy	189 +133	+238%	+$1.48K	﹤0.01%	506
2022 Q4	$623	Sell	56 -114	-67%	-$1.19K	﹤0.01%	292
2022 Q3	$1K	Buy	170 +2	+1%	+$20	﹤0.01%	275
2022 Q2	$2K	Sell	168 -23	-12%	-$252	﹤0.01%	302
2022 Q1	$2K	Buy	191 +1	+0.5%	+$13	﹤0.01%	276
2021 Q4	$3K	Sell	190 -243	-56%	-$3.25K	﹤0.01%	265
2021 Q3	$6K	Buy	433 +245	+130%	+$3.48K	﹤0.01%	311
2021 Q2	$3K	Buy	188 +25	+15%	+$362	﹤0.01%	239
2021 Q1	$2K	Hold	163	–	–	﹤0.01%	244
2020 Q4	$3K	Buy	+163	New	+$2.66K	﹤0.01%	218

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