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JPL Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

JPL Wealth 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
2026
Q2 		$1.58K Buy
11
+1
+10% +$141 ﹤0.01% 1154
2026
Q1 		$1.34K Buy
+10
New +$1.48K ﹤0.01% 1106

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 $3.37T AUM 44.26% 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

JPL Wealth Management's VRTS Position: Q2 2026 in Review

JPL Wealth Management increased its Virtus Investment Partners (VRTS) stake by 10% in Q2 2026, buying an estimated $141 and bringing the position to 11 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

JPL Wealth Management first reported a position in VRTS in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • JPL Wealth Management held 11 shares of Virtus Investment Partners worth $1.58K as of Q2 2026.
  • JPL Wealth Management bought 1 Virtus Investment Partners share in Q2 2026, an estimated $141.
  • Virtus Investment Partners made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1154 holding.
  • JPL Wealth Management first reported a position in Virtus Investment Partners in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.