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AXQ Capital’s Virtus Investment Partners VRTS Stock Holding History

AXQ Capital’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 		– Sell
-1,677
Closed -$225K – 1390
2026
Q1 		$225K Buy
+1,677
New +$247K 0.03% 696
2025
Q3 		– Sell
-4,415
Closed -$801K – 848
2025
Q2 		$801K Buy
4,415
+2,670
+153% +$444K 0.26% 119
2025
Q1 		$301K Buy
+1,745
New +$333K 0.12% 299

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AXQ Capital's VRTS Position: Q2 2026 in Review

AXQ Capital sold out of Virtus Investment Partners (VRTS) in Q2 2026, closing a stake of 1,677 shares — an estimated $225K sold.

AXQ Capital first reported a position in VRTS in Q1 2025 and held it in 3 quarters. The position peaked at $801K in Q2 2025. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • AXQ Capital reported no remaining Virtus Investment Partners position as of Q2 2026 after selling out during the quarter.
  • AXQ Capital sold 1,677 Virtus Investment Partners shares in Q2 2026, an estimated $225K.
  • AXQ Capital first reported a position in Virtus Investment Partners in Q1 2025 and held it in 3 quarters.
  • AXQ Capital's Virtus Investment Partners position peaked at $801K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.