Envestnet Portfolio Solutions
VRTS icon

Envestnet Portfolio Solutions’s Virtus Investment Partners VRTS Stock Holding History

Envestnet Portfolio Solutions’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 		$316K Sell
2,353
-7
-0.3% -$1.03K ﹤0.01% 1091
2025
Q4 		$385K Sell
2,360
-27
-1% -$4.56K ﹤0.01% 1164
2025
Q3 		$454K Sell
2,387
-92
-4% -$18.1K ﹤0.01% 1072
2025
Q2 		$450K Buy
+2,479
New +$412K ﹤0.01% 1144

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

Envestnet Portfolio Solutions's VRTS Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Virtus Investment Partners (VRTS) stake by 0.3% in Q1 2026, selling an estimated $1.03K and leaving 2,353 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Envestnet Portfolio Solutions first reported a position in VRTS in Q2 2025 and has held it in 4 quarters since. The position peaked at $454K in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Envestnet Portfolio Solutions held 2,353 shares of Virtus Investment Partners worth $316K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 7 Virtus Investment Partners shares in Q1 2026, an estimated $1.03K.
  • Virtus Investment Partners made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #1091 holding.
  • Envestnet Portfolio Solutions first reported a position in Virtus Investment Partners in Q2 2025 and has held it in 4 quarters since.
  • Envestnet Portfolio Solutions's Virtus Investment Partners position peaked at $454K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.