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IEQ Capital’s Virtus Investment Partners VRTS Stock Holding History

IEQ Capital’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 		$3.25M Buy
22,680
+9,495
+72% +$1.34M 0.02% 632
2026
Q1 		$1.77M Sell
13,185
-4,774
-27% -$704K 0.01% 814
2025
Q4 		$2.93M Buy
17,959
+3,038
+20% +$513K 0.01% 678
2025
Q3 		$2.84M Buy
14,921
+8,545
+134% +$1.68M 0.01% 645
2025
Q2 		$1.16M Buy
+6,376
New +$1.06M 0.01% 811

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 $3.38T AUM 44.17% 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

IEQ Capital's VRTS Position: Q2 2026 in Review

IEQ Capital increased its Virtus Investment Partners (VRTS) stake by 72% in Q2 2026, buying an estimated $1.34M and bringing the position to 22,680 shares worth $3.25M. The position accounts for 0.02% of the portfolio, ranked #632.

IEQ Capital first reported a position in VRTS in Q2 2025 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • IEQ Capital held 22,680 shares of Virtus Investment Partners worth $3.25M as of Q2 2026.
  • IEQ Capital bought 9,495 Virtus Investment Partners shares in Q2 2026, an estimated $1.34M.
  • Virtus Investment Partners made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #632 holding.
  • IEQ Capital first reported a position in Virtus Investment Partners in Q2 2025 and has held it in 5 quarters since.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.