HighTower Advisors
VRTS icon

HighTower Advisors’s Virtus Investment Partners VRTS Stock Holding History

HighTower 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
Q2 		$329K Sell
2,295
-558
-20% -$78.8K ﹤0.01% 3134
2026
Q1 		$383K Buy
+2,853
New +$421K ﹤0.01% 2947
2025
Q1 		– Sell
-1,141
Closed -$252K – 4072
2024
Q4 		$252K Sell
1,141
-16
-1% -$3.64K ﹤0.01% 3019
2024
Q3 		$242K Buy
1,157
+205
+22% +$43.9K ﹤0.01% 2985
2024
Q2 		$218K Sell
952
-44
-4% -$10K ﹤0.01% 2974
2024
Q1 		$240K Buy
+996
New +$236K ﹤0.01% 2861

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

HighTower Advisors's VRTS Position: Q2 2026 in Review

HighTower Advisors reduced its Virtus Investment Partners (VRTS) stake by 20% in Q2 2026, selling an estimated $78.8K and leaving 2,295 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #3134.

HighTower Advisors first reported a position in VRTS in Q1 2024 and has held it in 6 quarters since. The position peaked at $383K in Q1 2026. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • HighTower Advisors held 2,295 shares of Virtus Investment Partners worth $329K as of Q2 2026.
  • HighTower Advisors sold 558 Virtus Investment Partners shares in Q2 2026, an estimated $78.8K.
  • Virtus Investment Partners made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3134 holding.
  • HighTower Advisors first reported a position in Virtus Investment Partners in Q1 2024 and has held it in 6 quarters since.
  • HighTower Advisors's Virtus Investment Partners position peaked at $383K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.