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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
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 $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

AXQ Capital's VRTS Position: Q1 2026 in Review

AXQ Capital opened a new position in Virtus Investment Partners (VRTS) in Q1 2026: 1,677 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #696 among its holdings. This is a return to the name: AXQ Capital previously reported a position in VRTS as recently as Q2 2025.

AXQ Capital first reported a position in VRTS in Q1 2025 and has held it in 3 quarters since. The position peaked at $801K in Q2 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • AXQ Capital held 1,677 shares of Virtus Investment Partners worth $225K as of Q1 2026.
  • Virtus Investment Partners was a new AXQ Capital position in Q1 2026.
  • Virtus Investment Partners made up 0.03% of AXQ Capital's portfolio in Q1 2026, its #696 holding.
  • AXQ Capital first reported a position in Virtus Investment Partners in Q1 2025 and has held it in 3 quarters since.
  • AXQ Capital's Virtus Investment Partners position peaked at $801K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.