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

Kingsview 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
2025
Q4 		– Sell
-17,404
Closed -$3.31M – 1326
2025
Q3 		$3.31M Buy
+17,404
New +$3.42M 0.05% 356

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kingsview Wealth Management's VRTS Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Virtus Investment Partners (VRTS) in Q4 2025, closing a stake of 17,404 shares — an estimated $3.31M sold.

Kingsview Wealth Management first reported a position in VRTS in Q3 2025 and held it in 1 quarter. The position peaked at $3.31M in Q3 2025. 235 funds tracked by Wall St. Rank hold VRTS as of Q4 2025.

  • Kingsview Wealth Management reported no remaining Virtus Investment Partners position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 17,404 Virtus Investment Partners shares in Q4 2025, an estimated $3.31M.
  • Kingsview Wealth Management first reported a position in Virtus Investment Partners in Q3 2025 and held it in 1 quarter.
  • Kingsview Wealth Management's Virtus Investment Partners position peaked at $3.31M in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.