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Evergreen Capital Management’s Virtus Investment Partners VRTS Stock Holding History

Evergreen Capital Management’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 		$372K Sell
2,591
-306
-11% -$43.2K 0.01% 1080
2026
Q1 		$389K Buy
+2,897
New +$427K 0.01% 945
2025
Q4 		– Sell
-1,774
Closed -$337K – 1522
2025
Q3 		$337K Buy
+1,774
New +$349K 0.01% 891

Other funds holding VRTS

BlackRock
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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Evergreen Capital Management's VRTS Position: Q2 2026 in Review

Evergreen Capital Management reduced its Virtus Investment Partners (VRTS) stake by 11% in Q2 2026, selling an estimated $43.2K and leaving 2,591 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #1080.

Evergreen Capital Management first reported a position in VRTS in Q3 2025 and has held it in 3 quarters since. The position peaked at $389K in Q1 2026. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Evergreen Capital Management held 2,591 shares of Virtus Investment Partners worth $372K as of Q2 2026.
  • Evergreen Capital Management sold 306 Virtus Investment Partners shares in Q2 2026, an estimated $43.2K.
  • Virtus Investment Partners made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1080 holding.
  • Evergreen Capital Management first reported a position in Virtus Investment Partners in Q3 2025 and has held it in 3 quarters since.
  • Evergreen Capital Management's Virtus Investment Partners position peaked at $389K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.