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HRT Financial’s Virtus Investment Partners VRTS Stock Holding History

HRT Financial’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 		– Sell
-4,937
Closed -$805K – 4815
2025
Q4 		$805K Sell
4,937
-10,173
-67% -$1.72M ﹤0.01% 1849
2025
Q3 		$2.87M Sell
15,110
-1,966
-12% -$387K 0.01% 943
2025
Q2 		$3.1M Buy
17,076
+6,613
+63% +$1.1M 0.01% 737
2025
Q1 		$1.8M Sell
10,463
-2,776
-21% -$530K 0.01% 852
2024
Q4 		$2.92M Sell
13,239
-720
-5% -$164K 0.02% 595
2024
Q3 		$2.92M Buy
+13,959
New +$2.99M 0.01% 711
2024
Q1 		– Sell
-2,071
Closed -$500K – 3169
2023
Q4 		$500K Sell
2,071
-538
-21% -$107K ﹤0.01% 1367
2023
Q3 		$526K Sell
2,609
-6,260
-71% -$1.27M 0.01% 1384
2023
Q2 		$1.75M Buy
+8,869
New +$1.68M 0.02% 666
2022
Q4 		– Sell
-4,952
Closed -$789K – 3222
2022
Q3 		$789K Buy
+4,952
New +$950K 0.01% 1084
2022
Q1 		– Sell
-1,441
Closed -$428K – 3943
2021
Q4 		$428K Sell
1,441
-983
-41% -$305K ﹤0.01% 2013
2021
Q3 		$752K Sell
2,424
-1,151
-32% -$342K ﹤0.01% 1575
2021
Q2 		$993K Buy
+3,575
New +$967K 0.01% 1135
2020
Q4 		– Sell
-3,321
Closed -$460K – 2522
2020
Q3 		$460K Buy
+3,321
New +$449K 0.01% 922
2020
Q1 		– Sell
-3,000
Closed -$365K – 1398
2019
Q4 		$365K Buy
+3,000
New +$335K 0.02% 657

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

HRT Financial's VRTS Position: Q1 2026 in Review

HRT Financial sold out of Virtus Investment Partners (VRTS) in Q1 2026, closing a stake of 4,937 shares — an estimated $805K sold.

HRT Financial first reported a position in VRTS in Q4 2019 and held it in 15 quarters. The position peaked at $3.1M in Q2 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • HRT Financial reported no remaining Virtus Investment Partners position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 4,937 Virtus Investment Partners shares in Q1 2026, an estimated $805K.
  • HRT Financial first reported a position in Virtus Investment Partners in Q4 2019 and held it in 15 quarters.
  • HRT Financial's Virtus Investment Partners position peaked at $3.1M in Q2 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.