Fairman Group’s Virtus Investment Partners VRTS Stock Holding History

Fairman Group’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 Q3	$794	Hold	6	–	–	﹤0.01%	303
2026 Q2	$861	Hold	6	–	–	﹤0.01%	305
2026 Q1	$806	Hold	6	–	–	﹤0.01%	298
2025 Q4	$979	Hold	6	–	–	﹤0.01%	303
2025 Q3	$1.14K	Hold	6	–	–	﹤0.01%	239
2025 Q2	$1.09K	Hold	6	–	–	﹤0.01%	220
2025 Q1	$1.32K	Hold	6	–	–	﹤0.01%	214
2024 Q4	$1.32K	Hold	6	–	–	﹤0.01%	250
2024 Q3	$1.26K	Hold	6	–	–	﹤0.01%	316
2024 Q2	$1.36K	Hold	6	–	–	﹤0.01%	308
2024 Q1	$1.49K	Hold	6	–	–	﹤0.01%	296
2023 Q4	$1.45K	Buy	+6	New	+$1.2K	﹤0.01%	293

Other funds holding VRTS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Fairman Group's VRTS Position: Q3 2026 in Review

Fairman Group held its Virtus Investment Partners (VRTS) position steady in Q3 2026 at 6 shares worth $794. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Fairman Group first reported a position in VRTS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.49K in Q1 2024. 68 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

Fairman Group held 6 shares of Virtus Investment Partners worth $794 as of Q3 2026.
Fairman Group left its Virtus Investment Partners share count unchanged in Q3 2026.
Virtus Investment Partners made up ﹤0.01% of Fairman Group's portfolio in Q3 2026, its #303 holding.
Fairman Group first reported a position in Virtus Investment Partners in Q4 2023 and has held it in 12 quarters since.
Fairman Group's Virtus Investment Partners position peaked at $1.49K in Q1 2024.
68 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.