Lazard Asset Management
VRTS icon

Lazard Asset Management’s Virtus Investment Partners VRTS Stock Holding History

Lazard Asset 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
-9,291
Closed -$1.77M – 2054
2025
Q3 		$1.77M Buy
9,291
+2,831
+44% +$557K ﹤0.01% 902
2025
Q2 		$1.17M Buy
6,460
+6,254
+3,036% +$1.04M ﹤0.01% 1240
2025
Q1 		$35K Sell
206
-23
-10% -$4.39K ﹤0.01% 2056
2024
Q4 		$50K Sell
229
-16
-7% -$3.64K ﹤0.01% 1968
2024
Q3 		$51K Sell
245
-823
-77% -$176K ﹤0.01% 1915
2024
Q2 		$240K Buy
+1,068
New +$243K ﹤0.01% 1503
2024
Q1 		– Sell
-584
Closed -$141K – 2398
2023
Q4 		$141K Sell
584
-1,546
-73% -$308K ﹤0.01% 1521
2023
Q3 		$429K Sell
2,130
-872
-29% -$177K ﹤0.01% 1187
2023
Q2 		$592K Buy
3,002
+2,271
+311% +$429K ﹤0.01% 1080
2023
Q1 		$139K Buy
731
+578
+378% +$117K ﹤0.01% 1411
2022
Q4 		$29K Hold
153
– – ﹤0.01% 2042
2022
Q3 		$24K Hold
153
– – ﹤0.01% 2052
2022
Q2 		$26K Hold
153
– – ﹤0.01% 2066
2022
Q1 		$36K Buy
153
+69
+82% +$17.4K ﹤0.01% 1903
2021
Q4 		$24K Buy
+84
New +$26.1K ﹤0.01% 2017
2021
Q3 		– Sell
-4,475
Closed -$1.24M – 2307
2021
Q2 		$1.24M Buy
+4,475
New +$1.21M ﹤0.01% 920
2020
Q2 		– Sell
-444
Closed -$33K – 1794
2020
Q1 		$33K Buy
+444
New +$50.1K ﹤0.01% 1329
2019
Q1 		– Sell
-3,157
Closed -$250K – 1206
2018
Q4 		$250K Buy
+3,157
New +$307K ﹤0.01% 845

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Lazard Asset Management's VRTS Position: Q4 2025 in Review

Lazard Asset Management sold out of Virtus Investment Partners (VRTS) in Q4 2025, closing a stake of 9,291 shares — an estimated $1.77M sold.

Lazard Asset Management first reported a position in VRTS in Q4 2018 and held it in 18 quarters. The position peaked at $1.77M in Q3 2025. 235 funds tracked by Wall St. Rank hold VRTS as of Q4 2025.

  • Lazard Asset Management reported no remaining Virtus Investment Partners position as of Q4 2025 after selling out during the quarter.
  • Lazard Asset Management sold 9,291 Virtus Investment Partners shares in Q4 2025, an estimated $1.77M.
  • Lazard Asset Management first reported a position in Virtus Investment Partners in Q4 2018 and held it in 18 quarters.
  • Lazard Asset Management's Virtus Investment Partners position peaked at $1.77M in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2025.

Based on Lazard Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.