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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
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 $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

IEQ Capital's VRTS Position: Q1 2026 in Review

IEQ Capital reduced its Virtus Investment Partners (VRTS) stake by 27% in Q1 2026, selling an estimated $704K and leaving 13,185 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #814.

IEQ Capital first reported a position in VRTS in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.93M in Q4 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • IEQ Capital held 13,185 shares of Virtus Investment Partners worth $1.77M as of Q1 2026.
  • IEQ Capital sold 4,774 Virtus Investment Partners shares in Q1 2026, an estimated $704K.
  • Virtus Investment Partners made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #814 holding.
  • IEQ Capital first reported a position in Virtus Investment Partners in Q2 2025 and has held it in 4 quarters since.
  • IEQ Capital's Virtus Investment Partners position peaked at $2.93M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.