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Denali Advisors’s Virtus Investment Partners VRTS Stock Holding History

Denali 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
2025
Q3 		– Sell
-9,004
Closed -$1.63M – 330
2025
Q2 		$1.63M Buy
+9,004
New +$1.5M 0.17% 138

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Denali Advisors's VRTS Position: Q3 2025 in Review

Denali Advisors sold out of Virtus Investment Partners (VRTS) in Q3 2025, closing a stake of 9,004 shares — an estimated $1.63M sold.

Denali Advisors first reported a position in VRTS in Q2 2025 and held it in 1 quarter. The position peaked at $1.63M in Q2 2025. 229 funds tracked by Wall St. Rank hold VRTS as of Q3 2025.

  • Denali Advisors reported no remaining Virtus Investment Partners position as of Q3 2025 after selling out during the quarter.
  • Denali Advisors sold 9,004 Virtus Investment Partners shares in Q3 2025, an estimated $1.63M.
  • Denali Advisors first reported a position in Virtus Investment Partners in Q2 2025 and held it in 1 quarter.
  • Denali Advisors's Virtus Investment Partners position peaked at $1.63M in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2025.

Based on Denali Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.