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Edgestream Partners’s Virtus Investment Partners VRTS Stock Holding History

Edgestream 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
2025
Q2 		– Sell
-6,103
Closed -$1.05M – 1079
2025
Q1 		$1.05M Buy
+6,103
New +$1.17M 0.04% 598
2024
Q4 		– Sell
-5,428
Closed -$1.14M – 1107
2024
Q3 		$1.14M Buy
+5,428
New +$1.16M 0.05% 542

Other funds holding VRTS

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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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Edgestream Partners's VRTS Position: Q2 2025 in Review

Edgestream Partners sold out of Virtus Investment Partners (VRTS) in Q2 2025, closing a stake of 6,103 shares — an estimated $1.05M sold.

Edgestream Partners first reported a position in VRTS in Q3 2024 and held it in 2 quarters. The position peaked at $1.14M in Q3 2024. 243 funds tracked by Wall St. Rank hold VRTS as of Q2 2025.

  • Edgestream Partners reported no remaining Virtus Investment Partners position as of Q2 2025 after selling out during the quarter.
  • Edgestream Partners sold 6,103 Virtus Investment Partners shares in Q2 2025, an estimated $1.05M.
  • Edgestream Partners first reported a position in Virtus Investment Partners in Q3 2024 and held it in 2 quarters.
  • Edgestream Partners's Virtus Investment Partners position peaked at $1.14M in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2025.

Based on Edgestream Partners's 13F filing for Q2 2025, filed 13 Aug 2025.