Cerity Partners
VRTS icon

Cerity Partners’s Virtus Investment Partners VRTS Stock Holding History

Cerity 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
Q2 		$1.54M Buy
10,748
+9,007
+517% +$1.27M ﹤0.01% 1736
2026
Q1 		$234K Sell
1,741
-652
-27% -$96.2K ﹤0.01% 2782
2025
Q4 		$390K Sell
2,393
-2,055
-46% -$347K ﹤0.01% 2252
2025
Q3 		$845K Buy
4,448
+2,435
+121% +$479K ﹤0.01% 1677
2025
Q2 		$365K Buy
+2,013
New +$335K ﹤0.01% 2041
2024
Q4 		– Sell
-1,021
Closed -$214K – 2610
2024
Q3 		$214K Buy
+1,021
New +$219K ﹤0.01% 2275

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 $3.37T 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners's VRTS Position: Q2 2026 in Review

Cerity Partners increased its Virtus Investment Partners (VRTS) stake by 517% in Q2 2026, buying an estimated $1.27M and bringing the position to 10,748 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Cerity Partners first reported a position in VRTS in Q3 2024 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Cerity Partners held 10,748 shares of Virtus Investment Partners worth $1.54M as of Q2 2026.
  • Cerity Partners bought 9,007 Virtus Investment Partners shares in Q2 2026, an estimated $1.27M.
  • Virtus Investment Partners made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1736 holding.
  • Cerity Partners first reported a position in Virtus Investment Partners in Q3 2024 and has held it in 6 quarters since.
  • 217 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.