Tortoise Investment Management’s Viatris VTRS Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-139	Closed	-$1.38K	–	1427
2025 Q3	$1.38K	Sell	139 -2	-1%	-$19	﹤0.01%	972
2025 Q2	$1.26K	Buy	141 +122	+642%	+$1.03K	﹤0.01%	907
2025 Q1	$165	Hold	19	–	–	﹤0.01%	803
2024 Q4	$237	Sell	19 -231	-92%	-$2.84K	﹤0.01%	842
2024 Q3	$2.9K	Buy	250 +16	+7%	+$185	﹤0.01%	738
2024 Q2	$2.49K	Sell	234 -24	-9%	-$265	﹤0.01%	756
2024 Q1	$3.08K	Hold	258	–	–	﹤0.01%	718
2023 Q4	$2.79K	Hold	258	–	–	﹤0.01%	673
2023 Q3	$2.54K	Sell	258 -74	-22%	-$771	﹤0.01%	673
2023 Q2	$3.31K	Hold	332	–	–	﹤0.01%	653
2023 Q1	$3.19K	Hold	332	–	–	﹤0.01%	651
2022 Q4	$3.69K	Buy	332 +16	+5%	+$167	﹤0.01%	638
2022 Q3	$3K	Sell	316 -15	-5%	-$148	﹤0.01%	666
2022 Q2	$3K	Hold	331	–	–	﹤0.01%	666
2022 Q1	$4K	Hold	331	–	–	﹤0.01%	604
2021 Q4	$4K	Sell	331 -241	-42%	-$3.22K	﹤0.01%	573
2021 Q3	$8K	Sell	572 -8	-1%	-$114	﹤0.01%	498
2021 Q2	$8K	Hold	580	–	–	﹤0.01%	488
2021 Q1	$8K	Buy	580 +39	+7%	+$636	﹤0.01%	470
2020 Q4	$10K	Buy	+541	New	+$8.82K	﹤0.01%	420
2013 Q3	–	Sell	-335	Closed	-$10K	–	394
2013 Q2	$10K	Buy	+335	New	+$10K	0.01%	230

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return