West Branch Capital’s Viatris VTRS Stock Holding History

West Branch Capital’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	$4.65K	Hold	293	–	–	﹤0.01%	275
2026 Q1	$3.96K	Hold	293	–	–	﹤0.01%	285
2025 Q4	$3.65K	Hold	293	–	–	﹤0.01%	327
2025 Q3	$2.9K	Hold	293	–	–	﹤0.01%	351
2025 Q2	$2.62K	Hold	293	–	–	﹤0.01%	364
2025 Q1	$2.55K	Hold	293	–	–	﹤0.01%	388
2024 Q4	$3.65K	Hold	293	–	–	﹤0.01%	352
2024 Q3	$3.4K	Hold	293	–	–	﹤0.01%	357
2024 Q2	$3.12K	Hold	293	–	–	﹤0.01%	360
2024 Q1	$3.5K	Hold	293	–	–	﹤0.01%	356
2023 Q4	$3.17K	Sell	293 -265	-47%	-$2.54K	﹤0.01%	373
2023 Q3	$5.5K	Hold	558	–	–	﹤0.01%	327
2023 Q2	$5.57K	Hold	558	–	–	﹤0.01%	338
2023 Q1	$5.37K	Sell	558 -22	-4%	-$244	﹤0.01%	348
2022 Q4	$6.46K	Sell	580 -27	-4%	-$282	﹤0.01%	318
2022 Q3	$5K	Sell	607 -15	-2%	-$148	﹤0.01%	357
2022 Q2	$7K	Buy	622 +4	+0.6%	+$44	﹤0.01%	313
2022 Q1	$7K	Sell	618 -116	-16%	-$1.53K	﹤0.01%	331
2021 Q4	$10K	Hold	734	–	–	﹤0.01%	330
2021 Q3	$10K	Hold	734	–	–	﹤0.01%	315
2021 Q2	$10K	Buy	+734	New	+$10.6K	﹤0.01%	330

Other funds holding VTRS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return