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Essential Partners’s Virtus Investment Partners VRTS Stock Holding History

Essential 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
2026
Q2 		$35.7K Buy
249
+137
+122% +$19.3K 0.02% 702
2026
Q1 		$15K Sell
112
-18
-14% -$2.65K 0.01% 1047
2025
Q4 		$21.2K Sell
130
-18
-12% -$3.04K 0.01% 881
2025
Q3 		$28.1K Buy
148
+53
+56% +$10.4K 0.01% 782
2025
Q2 		$17.2K Buy
+95
New +$15.8K 0.01% 711

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

Essential Partners's VRTS Position: Q2 2026 in Review

Essential Partners increased its Virtus Investment Partners (VRTS) stake by 122% in Q2 2026, buying an estimated $19.3K and bringing the position to 249 shares worth $35.7K. The position accounts for 0.02% of the portfolio, ranked #702.

Essential Partners first reported a position in VRTS in Q2 2025 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Essential Partners held 249 shares of Virtus Investment Partners worth $35.7K as of Q2 2026.
  • Essential Partners bought 137 Virtus Investment Partners shares in Q2 2026, an estimated $19.3K.
  • Virtus Investment Partners made up 0.02% of Essential Partners's portfolio in Q2 2026, its #702 holding.
  • Essential Partners first reported a position in Virtus Investment Partners in Q2 2025 and has held it in 5 quarters since.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.