Hillsdale Investment Management’s Virtus Investment Partners VRTS Stock Holding History

Hillsdale Investment Management’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 Q3	–	Sell	-125	Closed	-$22.7K	–	746
2025 Q2	$22.7K	Hold	125	–	–	﹤0.01%	498
2025 Q1	$21.5K	Buy	+125	New	+$23.9K	﹤0.01%	474
2024 Q3	–	Sell	-25	Closed	-$5.65K	–	708
2024 Q2	$5.65K	Hold	25	–	–	﹤0.01%	551
2024 Q1	$6.2K	Buy	+25	New	+$5.92K	﹤0.01%	538
2022 Q2	–	Sell	-3,800	Closed	-$912K	–	620
2022 Q1	$912K	Hold	3,800	–	–	0.06%	251
2021 Q4	$1.13M	Sell	3,800 -300	-7%	-$93.2K	0.08%	225
2021 Q3	$1.27M	Sell	4,100 -500	-11%	-$148K	0.1%	177
2021 Q2	$1.28M	Sell	4,600 -700	-13%	-$189K	0.1%	184
2021 Q1	$1.25M	Hold	5,300	–	–	0.1%	194
2020 Q4	$1.15M	Buy	+5,300	New	+$963K	0.11%	192
2013 Q3	–	Sell	-1,500	Closed	-$264K	–	571
2013 Q2	$264K	Buy	+1,500	New	+$311K	0.09%	222

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

Hillsdale Investment Management's VRTS Position: Q3 2025 in Review

Hillsdale Investment Management sold out of Virtus Investment Partners (VRTS) in Q3 2025, closing a stake of 125 shares — an estimated $22.7K sold.

Hillsdale Investment Management first reported a position in VRTS in Q2 2013 and held it in 11 quarters. The position peaked at $1.28M in Q2 2021. 229 funds tracked by Wall St. Rank hold VRTS as of Q3 2025.

Hillsdale Investment Management reported no remaining Virtus Investment Partners position as of Q3 2025 after selling out during the quarter.
Hillsdale Investment Management sold 125 Virtus Investment Partners shares in Q3 2025, an estimated $22.7K.
Hillsdale Investment Management first reported a position in Virtus Investment Partners in Q2 2013 and held it in 11 quarters.
Hillsdale Investment Management's Virtus Investment Partners position peaked at $1.28M in Q2 2021.
229 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2025.

Based on Hillsdale Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.