Handelsbanken Fonder’s Virtus Investment Partners VRTS Stock Holding History

Handelsbanken Fonder’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	–	Sell	-1,800	Closed	-$242K	–	1560
2026 Q1	$242K	Hold	1,800	–	–	﹤0.01%	1443
2025 Q4	$294K	Buy	1,800 +500	+38%	+$84.5K	﹤0.01%	1438
2025 Q3	$247K	Hold	1,300	–	–	﹤0.01%	1460
2025 Q2	$236K	Hold	1,300	–	–	﹤0.01%	1474
2025 Q1	$224K	Hold	1,300	–	–	﹤0.01%	1479
2024 Q4	$287K	Buy	1,300 +100	+8%	+$22.8K	﹤0.01%	1463
2024 Q3	$251K	Hold	1,200	–	–	﹤0.01%	1461
2024 Q2	$271K	Hold	1,200	–	–	﹤0.01%	1422
2024 Q1	$298K	Hold	1,200	–	–	﹤0.01%	1384
2023 Q4	$290K	Hold	1,200	–	–	﹤0.01%	1394
2023 Q3	$242K	Hold	1,200	–	–	﹤0.01%	1387
2023 Q2	$237K	Hold	1,200	–	–	﹤0.01%	1442
2023 Q1	$228K	Hold	1,200	–	–	﹤0.01%	1414
2022 Q4	$230K	Buy	+1,200	New	+$215K	﹤0.01%	1379

Other funds holding VRTS

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder's VRTS Position: Q2 2026 in Review

Handelsbanken Fonder sold out of Virtus Investment Partners (VRTS) in Q2 2026, closing a stake of 1,800 shares — an estimated $242K sold.

Handelsbanken Fonder first reported a position in VRTS in Q4 2022 and held it in 14 quarters. The position peaked at $298K in Q1 2024. 49 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Handelsbanken Fonder reported no remaining Virtus Investment Partners position as of Q2 2026 after selling out during the quarter.
Handelsbanken Fonder sold 1,800 Virtus Investment Partners shares in Q2 2026, an estimated $242K.
Handelsbanken Fonder first reported a position in Virtus Investment Partners in Q4 2022 and held it in 14 quarters.
Handelsbanken Fonder's Virtus Investment Partners position peaked at $298K in Q1 2024.
49 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.