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Kennondale Capital Management’s Virtus Investment Partners VRTS Stock Holding History

Kennondale Capital 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
Q1 		$1.31M Buy
9,774
+3,937
+67% +$581K 0.95% 45
2025
Q4 		$952K Hold
5,837
– – 0.7% 57
2025
Q3 		$1.11M Buy
5,837
+1,730
+42% +$340K 0.85% 50
2025
Q2 		$745K Hold
4,107
– – 0.76% 53
2025
Q1 		$708K Hold
4,107
– – 0.77% 51
2024
Q4 		$906K Buy
+4,107
New +$935K 0.98% 40

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

Kennondale Capital Management's VRTS Position: Q1 2026 in Review

Kennondale Capital Management increased its Virtus Investment Partners (VRTS) stake by 67% in Q1 2026, buying an estimated $581K and bringing the position to 9,774 shares worth $1.31M. The position accounts for 0.95% of the portfolio, ranked #45.

Kennondale Capital Management first reported a position in VRTS in Q4 2024 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Kennondale Capital Management held 9,774 shares of Virtus Investment Partners worth $1.31M as of Q1 2026.
  • Kennondale Capital Management bought 3,937 Virtus Investment Partners shares in Q1 2026, an estimated $581K.
  • Virtus Investment Partners made up 0.95% of Kennondale Capital Management's portfolio in Q1 2026, its #45 holding.
  • Kennondale Capital Management first reported a position in Virtus Investment Partners in Q4 2024 and has held it in 6 quarters since.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Kennondale Capital Management's 13F filing for Q1 2026, filed 12 May 2026.