Allied Private Wealth’s Virtus Investment Partners VRTS Stock Holding History

Allied Private Wealth’s Portfolio VRTS Stock Details VRTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24K	Buy	+8	New	+$1.13K	﹤0.01%	788

Other funds holding VRTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allied Private Wealth's VRTS Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Virtus Investment Partners (VRTS) in Q2 2026: 8 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings.

233 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Allied Private Wealth held 8 shares of Virtus Investment Partners worth $1.24K as of Q2 2026.
Virtus Investment Partners was a new Allied Private Wealth position in Q2 2026.
Virtus Investment Partners made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #788 holding.
233 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.