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Clayton Partners’s Virtus Investment Partners VRTS Stock Holding History

Clayton 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 		$1M Sell
7,000
-3,000
-30% -$423K 0.66% 38
2026
Q1 		$1.34M Buy
+10,000
New +$1.48M 0.98% 32

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

Clayton Partners's VRTS Position: Q2 2026 in Review

Clayton Partners reduced its Virtus Investment Partners (VRTS) stake by 30% in Q2 2026, selling an estimated $423K and leaving 7,000 shares worth $1M. The position accounts for 0.66% of the portfolio, ranked #38.

Clayton Partners first reported a position in VRTS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.34M in Q1 2026. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Clayton Partners held 7,000 shares of Virtus Investment Partners worth $1M as of Q2 2026.
  • Clayton Partners sold 3,000 Virtus Investment Partners shares in Q2 2026, an estimated $423K.
  • Virtus Investment Partners made up 0.66% of Clayton Partners's portfolio in Q2 2026, its #38 holding.
  • Clayton Partners first reported a position in Virtus Investment Partners in Q1 2026 and has held it in 2 quarters since.
  • Clayton Partners's Virtus Investment Partners position peaked at $1.34M in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

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