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AlphaQuest’s Virtus Investment Partners VRTS Stock Holding History

AlphaQuest’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
Q1 		– Sell
-12,644
Closed -$2.06M – 2046
2025
Q4 		$2.06M Buy
12,644
+1,700
+16% +$287K 0.12% 187
2025
Q3 		$2.08M Buy
10,944
+7,575
+225% +$1.49M 0.14% 179
2025
Q2 		$611K Sell
3,369
-5,347
-61% -$890K 0.06% 512
2025
Q1 		$1.5M Buy
8,716
+1,749
+25% +$334K 0.16% 172
2024
Q4 		$1.54M Sell
6,967
-2,588
-27% -$589K 0.2% 118
2024
Q3 		$2M Buy
9,555
+1,268
+15% +$272K 0.18% 141
2024
Q2 		$1.87M Buy
8,287
+5,359
+183% +$1.22M 0.25% 101
2024
Q1 		$726K Sell
2,928
-2,507
-46% -$594K 0.13% 271
2023
Q4 		$1.31M Buy
+5,435
New +$1.08M 0.28% 83

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AlphaQuest's VRTS Position: Q1 2026 in Review

AlphaQuest sold out of Virtus Investment Partners (VRTS) in Q1 2026, closing a stake of 12,644 shares — an estimated $2.06M sold.

AlphaQuest first reported a position in VRTS in Q4 2023 and held it in 9 quarters. The position peaked at $2.08M in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • AlphaQuest reported no remaining Virtus Investment Partners position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 12,644 Virtus Investment Partners shares in Q1 2026, an estimated $2.06M.
  • AlphaQuest first reported a position in Virtus Investment Partners in Q4 2023 and held it in 9 quarters.
  • AlphaQuest's Virtus Investment Partners position peaked at $2.08M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.