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 Q3	$331	Hold	3	–	–	﹤0.01%	580
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 New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fortis Group Advisors's VRTS Position: Q3 2026 in Review

Fortis Group Advisors held its Virtus Investment Partners (VRTS) position steady in Q3 2026 at 3 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Fortis Group Advisors first reported a position in VRTS in Q3 2020 and has held it in 14 quarters since. The position peaked at $2.42K in Q4 2023. 170 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

Fortis Group Advisors held 3 shares of Virtus Investment Partners worth $331 as of Q3 2026.
Fortis Group Advisors left its Virtus Investment Partners share count unchanged in Q3 2026.
Virtus Investment Partners made up ﹤0.01% of Fortis Group Advisors's portfolio in Q3 2026, its #580 holding.
Fortis Group Advisors first reported a position in Virtus Investment Partners in Q3 2020 and has held it in 14 quarters since.
Fortis Group Advisors's Virtus Investment Partners position peaked at $2.42K in Q4 2023.
170 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on Fortis Group Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.