HSBC Holdings
VRTS icon

HSBC Holdings’s Virtus Investment Partners VRTS Stock Holding History

HSBC Holdings’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 		$339K Sell
2,582
-13
-0.5% -$1.92K ﹤0.01% 2405
2025
Q4 		$421K Buy
+2,595
New +$438K ﹤0.01% 2389
2025
Q2 		– Sell
-4,787
Closed -$819K – 3259
2025
Q1 		$819K Buy
4,787
+2,779
+138% +$531K ﹤0.01% 1838
2024
Q4 		$444K Buy
2,008
+285
+17% +$64.9K ﹤0.01% 2258
2024
Q3 		$358K Sell
1,723
-129
-7% -$27.6K ﹤0.01% 2219
2024
Q2 		$412K Buy
1,852
+124
+7% +$28.2K ﹤0.01% 2088
2024
Q1 		$422K Buy
1,728
+507
+42% +$120K ﹤0.01% 2189
2023
Q4 		$295K Buy
+1,221
New +$244K ﹤0.01% 2291
2023
Q1 		– Sell
-1,610
Closed -$305K – 3074
2022
Q4 		$305K Buy
1,610
+315
+24% +$56.3K ﹤0.01% 2542
2022
Q3 		$210K Sell
1,295
-1,042
-45% -$200K ﹤0.01% 2606
2022
Q2 		$406K Buy
2,337
+203
+10% +$38.3K ﹤0.01% 2457
2022
Q1 		$522K Sell
2,134
-10,363
-83% -$2.62M ﹤0.01% 2390
2021
Q4 		$3.73M Buy
12,497
+11,228
+885% +$3.49M ﹤0.01% 1405
2021
Q3 		$397K Buy
1,269
+21
+2% +$6.24K ﹤0.01% 2388
2021
Q2 		$344K Buy
+1,248
New +$338K ﹤0.01% 2426
2021
Q1 		– Sell
-1,460
Closed -$315K – 3158
2020
Q4 		$315K Sell
1,460
-2,264
-61% -$411K ﹤0.01% 2540
2020
Q3 		$521K Sell
3,724
-2,804
-43% -$379K ﹤0.01% 1911
2020
Q2 		$759K Buy
6,528
+23
+0.4% +$2.15K ﹤0.01% 1584
2020
Q1 		$496K Buy
6,505
+975
+18% +$110K ﹤0.01% 1785
2019
Q4 		$676K Buy
5,530
+1,211
+28% +$135K ﹤0.01% 2058
2019
Q3 		$478K Buy
+4,319
New +$465K ﹤0.01% 2363
2018
Q4 		– Sell
-19,879
Closed -$2.26M – 2729
2018
Q3 		$2.26M Buy
+19,879
New +$2.53M ﹤0.01% 1428

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

HSBC Holdings's VRTS Position: Q1 2026 in Review

HSBC Holdings reduced its Virtus Investment Partners (VRTS) stake by 0.5% in Q1 2026, selling an estimated $1.92K and leaving 2,582 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

HSBC Holdings first reported a position in VRTS in Q3 2018 and has held it in 22 quarters since. The position peaked at $3.73M in Q4 2021. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • HSBC Holdings held 2,582 shares of Virtus Investment Partners worth $339K as of Q1 2026.
  • HSBC Holdings sold 13 Virtus Investment Partners shares in Q1 2026, an estimated $1.92K.
  • Virtus Investment Partners made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2405 holding.
  • HSBC Holdings first reported a position in Virtus Investment Partners in Q3 2018 and has held it in 22 quarters since.
  • HSBC Holdings's Virtus Investment Partners position peaked at $3.73M in Q4 2021.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.