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Arax Advisory Partners’s Virtus Investment Partners VRTS Stock Holding History

Arax Advisory Partners’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 		$9.94K Buy
74
+56
+311% +$8.26K ﹤0.01% 2438
2025
Q4 		$2.94K Sell
18
-1,951
-99% -$330K ﹤0.01% 3106
2025
Q3 		$374K Buy
1,969
+1,965
+49,125% +$387K 0.01% 1019
2025
Q2 		$726 Buy
+4
New +$665 ﹤0.01% 2870
2025
Q1 		– Sell
-49
Closed -$10.8K – 3065
2024
Q4 		$10.8K Hold
49
– – ﹤0.01% 1468
2024
Q3 		$10.3K Hold
49
– – ﹤0.01% 1403
2024
Q2 		$11.1K Buy
+49
New +$11.1K ﹤0.01% 1220

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

Arax Advisory Partners's VRTS Position: Q1 2026 in Review

Arax Advisory Partners increased its Virtus Investment Partners (VRTS) stake by 311% in Q1 2026, buying an estimated $8.26K and bringing the position to 74 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Arax Advisory Partners first reported a position in VRTS in Q2 2024 and has held it in 7 quarters since. The position peaked at $374K in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Arax Advisory Partners held 74 shares of Virtus Investment Partners worth $9.94K as of Q1 2026.
  • Arax Advisory Partners bought 56 Virtus Investment Partners shares in Q1 2026, an estimated $8.26K.
  • Virtus Investment Partners made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2438 holding.
  • Arax Advisory Partners first reported a position in Virtus Investment Partners in Q2 2024 and has held it in 7 quarters since.
  • Arax Advisory Partners's Virtus Investment Partners position peaked at $374K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.