FG
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fairman Group's VRTS Position: Q1 2026 in Review

Fairman Group held its Virtus Investment Partners (VRTS) position steady in Q1 2026 at 6 shares worth $806. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Fairman Group first reported a position in VRTS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.49K in Q1 2024. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Fairman Group held 6 shares of Virtus Investment Partners worth $806 as of Q1 2026.
  • Fairman Group left its Virtus Investment Partners share count unchanged in Q1 2026.
  • Virtus Investment Partners made up ﹤0.01% of Fairman Group's portfolio in Q1 2026, its #298 holding.
  • Fairman Group first reported a position in Virtus Investment Partners in Q4 2023 and has held it in 10 quarters since.
  • Fairman Group's Virtus Investment Partners position peaked at $1.49K in Q1 2024.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.