FGA
VRTS icon

Fortis Group Advisors’s Virtus Investment Partners VRTS Stock Holding History

Fortis Group 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
Q2 		$359 Hold
3
– – ﹤0.01% 587
2026
Q1 		$336 Hold
3
– – ﹤0.01% 554
2025
Q4 		$408 Hold
3
– – ﹤0.01% 544
2025
Q3 		$475 Hold
3
– – ﹤0.01% 492
2025
Q2 		$454 Hold
3
– – ﹤0.01% 486
2025
Q1 		$431 Hold
3
– – ﹤0.01% 459
2024
Q4 		$551 Hold
3
– – ﹤0.01% 467
2024
Q3 		$524 Sell
3
-2
-40% -$428 ﹤0.01% 459
2024
Q2 		$1.13K Hold
5
– – ﹤0.01% 440
2024
Q1 		$1.24K Sell
5
-6
-55% -$1.42K ﹤0.01% 453
2023
Q4 		$2.42K Buy
11
+5
+83% +$998 ﹤0.01% 392
2023
Q3 		$1.01K Buy
+6
New +$1.22K ﹤0.01% 391
2020
Q3 		$0 Buy
+5
New +$677 ﹤0.01% 479

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

Fortis Group Advisors's VRTS Position: Q2 2026 in Review

Fortis Group Advisors held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 3 shares worth $359. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Fortis Group Advisors first reported a position in VRTS in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.42K in Q4 2023. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Fortis Group Advisors held 3 shares of Virtus Investment Partners worth $359 as of Q2 2026.
  • Fortis Group Advisors left its Virtus Investment Partners share count unchanged in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #587 holding.
  • Fortis Group Advisors first reported a position in Virtus Investment Partners in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Virtus Investment Partners position peaked at $2.42K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.