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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
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 		$1.35K 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

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 $3.37T 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

Fairman Group's VRTS Position: Q2 2026 in Review

Fairman Group held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 6 shares worth $861. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Fairman Group first reported a position in VRTS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49K in Q1 2024. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Fairman Group held 6 shares of Virtus Investment Partners worth $861 as of Q2 2026.
  • Fairman Group left its Virtus Investment Partners share count unchanged in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Fairman Group's portfolio in Q2 2026, its #305 holding.
  • Fairman Group first reported a position in Virtus Investment Partners in Q4 2023 and has held it in 11 quarters since.
  • Fairman Group's Virtus Investment Partners position peaked at $1.49K in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.