EGM
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Engineers Gate Manager’s Virtus Investment Partners VRTS Stock Holding History

Engineers Gate Manager’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
Q1 		– Sell
-5,253
Closed -$857K – 2599
2025
Q4 		$857K Buy
5,253
+1,886
+56% +$319K 0.01% 1113
2025
Q3 		$640K Sell
3,367
-627
-16% -$123K 0.01% 1405
2025
Q2 		$725K Buy
3,994
+1,355
+51% +$225K 0.01% 1287
2025
Q1 		$455K Buy
2,639
+1,321
+100% +$252K 0.01% 1496
2024
Q4 		$291K Buy
1,318
+132
+11% +$30K 0.01% 1711
2024
Q3 		$248K Sell
1,186
-448
-27% -$95.9K ﹤0.01% 1706
2024
Q2 		$369K Sell
1,634
-1,359
-45% -$309K 0.01% 1358
2024
Q1 		$742K Buy
+2,993
New +$709K 0.02% 987
2023
Q4 		– Sell
-1,769
Closed -$357K – 2287
2023
Q3 		$357K Buy
+1,769
New +$360K 0.01% 1236
2022
Q4 		– Sell
-1,449
Closed -$231K – 2062
2022
Q3 		$231K Sell
1,449
-281
-16% -$53.9K 0.01% 1242
2022
Q2 		$296K Buy
+1,730
New +$327K 0.01% 1429

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Engineers Gate Manager's VRTS Position: Q1 2026 in Review

Engineers Gate Manager sold out of Virtus Investment Partners (VRTS) in Q1 2026, closing a stake of 5,253 shares — an estimated $857K sold.

Engineers Gate Manager first reported a position in VRTS in Q2 2022 and held it in 11 quarters. The position peaked at $857K in Q4 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Engineers Gate Manager reported no remaining Virtus Investment Partners position as of Q1 2026 after selling out during the quarter.
  • Engineers Gate Manager sold 5,253 Virtus Investment Partners shares in Q1 2026, an estimated $857K.
  • Engineers Gate Manager first reported a position in Virtus Investment Partners in Q2 2022 and held it in 11 quarters.
  • Engineers Gate Manager's Virtus Investment Partners position peaked at $857K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.