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Covestor’s Virtus Investment Partners VRTS Stock Holding History

Covestor’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 Buy
11
+6
+120% +$847 ﹤0.01% 2003
2026
Q1 		$1K Hold
5
– – ﹤0.01% 2171
2025
Q4 		$1K Buy
5
+4
+400% +$676 ﹤0.01% 2194
2025
Q3 		$0 Sell
1
-6
-86% -$1.18K ﹤0.01% 2826
2025
Q2 		$1K Buy
7
+6
+600% +$998 ﹤0.01% 2119
2025
Q1 		$0 Hold
1
– – ﹤0.01% 2773
2024
Q4 		$0 Buy
+1
New +$228 ﹤0.01% 2789
2024
Q2 		– Sell
-2
Closed -$455 – 2808
2024
Q1 		$1K Buy
+2
New +$474 ﹤0.01% 2140
2023
Q2 		– Sell
-2
Closed -$378 – 2701
2023
Q1 		$0 Sell
2
-14
-88% -$2.83K ﹤0.01% 2637
2022
Q4 		$3K Buy
16
+11
+220% +$1.97K ﹤0.01% 1730
2022
Q3 		$1K Buy
5
+2
+67% +$384 ﹤0.01% 1871
2022
Q2 		$1K Sell
3
-1
-25% -$189 ﹤0.01% 1813
2022
Q1 		$1K Hold
4
– – ﹤0.01% 1985
2021
Q4 		$1K Buy
+4
New +$1.24K ﹤0.01% 1982

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
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

Covestor's VRTS Position: Q2 2026 in Review

Covestor increased its Virtus Investment Partners (VRTS) stake by 120% in Q2 2026, buying an estimated $847 and bringing the position to 11 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Covestor first reported a position in VRTS in Q4 2021 and has held it in 14 quarters since. The position peaked at $3K in Q4 2022. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Covestor held 11 shares of Virtus Investment Partners worth $2K as of Q2 2026.
  • Covestor bought 6 Virtus Investment Partners shares in Q2 2026, an estimated $847.
  • Virtus Investment Partners made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2003 holding.
  • Covestor first reported a position in Virtus Investment Partners in Q4 2021 and has held it in 14 quarters since.
  • Covestor's Virtus Investment Partners position peaked at $3K in Q4 2022.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.