Hazlett, Burt & Watson’s Virtus Investment Partners VRTS Stock Holding History

Hazlett, Burt & Watson’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
2025 Q2	–	Sell	-12	Closed	-$2K	–	865
2025 Q1	$2K	Hold	12	–	–	﹤0.01%	741
2024 Q4	$3K	Hold	12	–	–	﹤0.01%	685
2024 Q3	$2K	Hold	12	–	–	﹤0.01%	695
2024 Q2	$3K	Hold	12	–	–	﹤0.01%	641
2024 Q1	$3K	Hold	12	–	–	﹤0.01%	632
2023 Q4	$3K	Buy	12 +1	+9%	+$200	﹤0.01%	603
2023 Q3	$2K	Hold	11	–	–	﹤0.01%	656
2023 Q2	$2K	Hold	11	–	–	﹤0.01%	625
2023 Q1	$2K	Hold	11	–	–	﹤0.01%	578
2022 Q4	$2K	Hold	11	–	–	﹤0.01%	581
2022 Q3	$2K	Hold	11	–	–	﹤0.01%	586
2022 Q2	$2K	Hold	11	–	–	﹤0.01%	574
2022 Q1	$3K	Buy	+11	New	+$2.78K	﹤0.01%	552

Other funds holding VRTS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Hazlett, Burt & Watson's VRTS Position: Q2 2025 in Review

Hazlett, Burt & Watson sold out of Virtus Investment Partners (VRTS) in Q2 2025, closing a stake of 12 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in VRTS in Q1 2022 and held it in 13 quarters. The position peaked at $3K in Q4 2024. 243 funds tracked by Wall St. Rank hold VRTS as of Q2 2025.

Hazlett, Burt & Watson reported no remaining Virtus Investment Partners position as of Q2 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 12 Virtus Investment Partners shares in Q2 2025, an estimated $2K.
Hazlett, Burt & Watson first reported a position in Virtus Investment Partners in Q1 2022 and held it in 13 quarters.
Hazlett, Burt & Watson's Virtus Investment Partners position peaked at $3K in Q4 2024.
243 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2025, filed 25 Jul 2025.