EverSource Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History

EverSource Wealth Advisors’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	$14.5K	Sell	108 -31	-22%	-$4.57K	﹤0.01%	2707
2025 Q4	$22.7K	Sell	139 -16	-10%	-$2.7K	﹤0.01%	2302
2025 Q3	$29.5K	Buy	155 +52	+50%	+$10.2K	﹤0.01%	2071
2025 Q2	$18.7K	Buy	103 +86	+506%	+$14.3K	﹤0.01%	2350
2025 Q1	$2.93K	Sell	17 -7	-29%	-$1.34K	﹤0.01%	2740
2024 Q4	$5.29K	Buy	24 +5	+26%	+$1.14K	﹤0.01%	2318
2024 Q3	$3.98K	Sell	19 -2	-10%	-$428	﹤0.01%	2317
2024 Q2	$4.75K	Buy	21 +8	+62%	+$1.82K	﹤0.01%	2238
2024 Q1	$2.85K	Hold	13	–	–	﹤0.01%	2267
2023 Q4	$3.14K	Hold	13	–	–	﹤0.01%	2037
2023 Q3	$2.63K	Hold	13	–	–	﹤0.01%	1931
2023 Q2	$2.57K	Hold	13	–	–	﹤0.01%	1957
2023 Q1	$2.48K	Hold	13	–	–	﹤0.01%	1871
2022 Q4	$2.49K	Hold	13	–	–	﹤0.01%	1847
2022 Q3	$2K	Buy	+13	New	+$2.49K	﹤0.01%	1742

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EverSource Wealth Advisors's VRTS Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Virtus Investment Partners (VRTS) stake by 22% in Q1 2026, selling an estimated $4.57K and leaving 108 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

EverSource Wealth Advisors first reported a position in VRTS in Q3 2022 and has held it in 15 quarters since. The position peaked at $29.5K in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

EverSource Wealth Advisors held 108 shares of Virtus Investment Partners worth $14.5K as of Q1 2026.
EverSource Wealth Advisors sold 31 Virtus Investment Partners shares in Q1 2026, an estimated $4.57K.
Virtus Investment Partners made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2707 holding.
EverSource Wealth Advisors first reported a position in Virtus Investment Partners in Q3 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Virtus Investment Partners position peaked at $29.5K in Q3 2025.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.