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Alpine Woods Capital Investors’s Virtus Investment Partners VRTS Stock Holding History

Alpine Woods Capital Investors’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
-4,080
Closed -$666K – 227
2025
Q4 		$666K Buy
+4,080
New +$689K 0.16% 108
2014
Q3 		– Sell
-2,878
Closed -$609 – 477
2014
Q2 		$609 Hold
2,878
– – 0.02% 300
2014
Q1 		$498K Buy
2,878
+1,708
+146% +$315K 0.03% 309
2013
Q4 		$234K Buy
+1,170
New +$225K 0.01% 358

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

Alpine Woods Capital Investors's VRTS Position: Q1 2026 in Review

Alpine Woods Capital Investors sold out of Virtus Investment Partners (VRTS) in Q1 2026, closing a stake of 4,080 shares — an estimated $666K sold.

Alpine Woods Capital Investors first reported a position in VRTS in Q4 2013 and held it in 4 quarters. The position peaked at $666K in Q4 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Alpine Woods Capital Investors reported no remaining Virtus Investment Partners position as of Q1 2026 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 4,080 Virtus Investment Partners shares in Q1 2026, an estimated $666K.
  • Alpine Woods Capital Investors first reported a position in Virtus Investment Partners in Q4 2013 and held it in 4 quarters.
  • Alpine Woods Capital Investors's Virtus Investment Partners position peaked at $666K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.