Harbor Capital Advisors’s Virtus Investment Partners VRTS Stock Holding History

Harbor Capital 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 Q1	$19K	Buy	140 +70	+100%	+$10.3K	﹤0.01%	851
2025 Q4	$11K	Sell	70 -1	-1%	-$169	﹤0.01%	938
2025 Q3	$13K	Sell	71 -13	-15%	-$2.56K	﹤0.01%	896
2025 Q2	$15K	Sell	84 -3	-3%	-$499	﹤0.01%	858
2025 Q1	$15K	Buy	87 +25	+40%	+$4.77K	﹤0.01%	866
2024 Q4	$14K	Buy	62 +6	+11%	+$1.37K	﹤0.01%	881
2024 Q3	$12K	Buy	+56	New	+$12K	﹤0.01%	916
2023 Q3	–	Sell	-211	Closed	-$41.7K	–	647
2023 Q2	$41.7K	Buy	+211	New	+$39.9K	0.01%	513

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Harbor Capital Advisors's VRTS Position: Q1 2026 in Review

Harbor Capital Advisors increased its Virtus Investment Partners (VRTS) stake by 100% in Q1 2026, buying an estimated $10.3K and bringing the position to 140 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Harbor Capital Advisors first reported a position in VRTS in Q2 2023 and has held it in 8 quarters since. The position peaked at $41.7K in Q2 2023. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

Harbor Capital Advisors held 140 shares of Virtus Investment Partners worth $19K as of Q1 2026.
Harbor Capital Advisors bought 70 Virtus Investment Partners shares in Q1 2026, an estimated $10.3K.
Virtus Investment Partners made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q1 2026, its #851 holding.
Harbor Capital Advisors first reported a position in Virtus Investment Partners in Q2 2023 and has held it in 8 quarters since.
Harbor Capital Advisors's Virtus Investment Partners position peaked at $41.7K in Q2 2023.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.