TD Capital Management’s Viatris VTRS Stock Holding History

TD Capital 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	$788	Hold	58	–	–	﹤0.01%	759
2025 Q4	$721	Buy	58 +1	+2%	+$11	﹤0.01%	685
2025 Q3	$568	Hold	57	–	–	﹤0.01%	646
2025 Q2	$507	Buy	57 +44	+338%	+$372	﹤0.01%	653
2025 Q1	$114	Hold	13	–	–	﹤0.01%	687
2024 Q4	$162	Sell	13 -26	-67%	-$320	﹤0.01%	575
2024 Q3	$452	Buy	39 +26	+200%	+$300	﹤0.01%	438
2024 Q2	$137	Sell	13 -25	-66%	-$276	﹤0.01%	425
2024 Q1	$452	Buy	38 +1	+3%	+$12	﹤0.01%	460
2023 Q4	$406	Hold	37	–	–	﹤0.01%	400
2023 Q3	$366	Hold	37	–	–	﹤0.01%	397
2023 Q2	$367	Buy	37 +1	+3%	+$10	﹤0.01%	402
2023 Q1	$350	Hold	36	–	–	﹤0.01%	399
2022 Q4	$401	Hold	36	–	–	﹤0.01%	373
2022 Q3	$0	Buy	+36	New	+$354	﹤0.01%	371
2022 Q1	–	Sell	-78	Closed	-$1K	–	338
2021 Q4	$1K	Sell	78 -48	-38%	-$641	﹤0.01%	366
2021 Q3	$2K	Hold	126	–	–	﹤0.01%	338
2021 Q2	$2K	Buy	126 +6	+5%	+$87	﹤0.01%	325
2021 Q1	$2K	Sell	120 -6	-5%	-$98	﹤0.01%	296
2020 Q4	$2K	Buy	+126	New	+$2.06K	﹤0.01%	260

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