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
Q2 		$331K Sell
2,309
-44
-2% -$6.21K ﹤0.01% 1138
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 $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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's VRTS Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Virtus Investment Partners (VRTS) stake by 1.9% in Q2 2026, selling an estimated $6.21K and leaving 2,309 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Envestnet Portfolio Solutions first reported a position in VRTS in Q2 2025 and has held it in 5 quarters since. The position peaked at $454K in Q3 2025. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,309 shares of Virtus Investment Partners worth $331K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 44 Virtus Investment Partners shares in Q2 2026, an estimated $6.21K.
  • Virtus Investment Partners made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1138 holding.
  • Envestnet Portfolio Solutions first reported a position in Virtus Investment Partners in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's Virtus Investment Partners position peaked at $454K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.