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Centerpoint Advisors’s Virtus Investment Partners VRTS Stock Holding History

Centerpoint Advisors’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 		$2K Hold
12
– – ﹤0.01% 383
2026
Q1 		$2K Buy
+12
New +$1.77K ﹤0.01% 373

Other funds holding VRTS

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Centerpoint Advisors's VRTS Position: Q2 2026 in Review

Centerpoint Advisors held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 12 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Centerpoint Advisors first reported a position in VRTS in Q1 2026 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Centerpoint Advisors held 12 shares of Virtus Investment Partners worth $2K as of Q2 2026.
  • Centerpoint Advisors left its Virtus Investment Partners share count unchanged in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #383 holding.
  • Centerpoint Advisors first reported a position in Virtus Investment Partners in Q1 2026 and has held it in 2 quarters since.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.