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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Harbour Investments's VRTS Position: Q1 2026 in Review

Harbour Investments opened a new position in Virtus Investment Partners (VRTS) in Q1 2026: 12 shares worth $1.67K. The stake represents ﹤0.01% of the portfolio and ranks #3965 among its holdings. This is a return to the name: Harbour Investments previously reported a position in VRTS as recently as Q3 2021.

Harbour Investments first reported a position in VRTS in Q1 2021 and has held it in 4 quarters since. The position peaked at $7K in Q3 2021. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Harbour Investments held 12 shares of Virtus Investment Partners worth $1.67K as of Q1 2026.
  • Virtus Investment Partners was a new Harbour Investments position in Q1 2026.
  • Virtus Investment Partners made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3965 holding.
  • Harbour Investments first reported a position in Virtus Investment Partners in Q1 2021 and has held it in 4 quarters since.
  • Harbour Investments's Virtus Investment Partners position peaked at $7K in Q3 2021.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.