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Harbour Investments’s Virtus Investment Partners VRTS Stock Holding History

Harbour Investments’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 		$1.85K Buy
13
+1
+8% +$141 ﹤0.01% 4048
2026
Q1 		$1.67K Buy
+12
New +$1.77K ﹤0.01% 3965
2021
Q4 		– Sell
-23
Closed -$7K – 3695
2021
Q3 		$7K Buy
23
+9
+64% +$2.67K ﹤0.01% 2859
2021
Q2 		$4K Sell
14
-3
-18% -$812 ﹤0.01% 3182
2021
Q1 		$4K Buy
+17
New +$4.09K ﹤0.01% 3025

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

Harbour Investments's VRTS Position: Q2 2026 in Review

Harbour Investments increased its Virtus Investment Partners (VRTS) stake by 8.3% in Q2 2026, buying an estimated $141 and bringing the position to 13 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #4048.

Harbour Investments first reported a position in VRTS in Q1 2021 and has held it in 5 quarters since. The position peaked at $7K in Q3 2021. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Harbour Investments held 13 shares of Virtus Investment Partners worth $1.85K as of Q2 2026.
  • Harbour Investments bought 1 Virtus Investment Partners share in Q2 2026, an estimated $141.
  • Virtus Investment Partners made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4048 holding.
  • Harbour Investments first reported a position in Virtus Investment Partners in Q1 2021 and has held it in 5 quarters since.
  • Harbour Investments's Virtus Investment Partners position peaked at $7K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.