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

MAI 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 		$19.1K Buy
142
+130
+1,083% +$19.2K ﹤0.01% 2821
2025
Q4 		$1.96K Sell
12
-20
-63% -$3.38K ﹤0.01% 3427
2025
Q3 		$6.08K Sell
32
-14
-30% -$2.75K ﹤0.01% 2943
2025
Q2 		$8.35K Buy
46
+43
+1,433% +$7.15K ﹤0.01% 2828
2025
Q1 		$518 Hold
3
– – ﹤0.01% 3232
2024
Q4 		$662 Buy
+3
New +$683 ﹤0.01% 3268

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

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

MAI Capital Management increased its Virtus Investment Partners (VRTS) stake by 1,083% in Q1 2026, buying an estimated $19.2K and bringing the position to 142 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

MAI 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.

  • MAI Capital Management held 142 shares of Virtus Investment Partners worth $19.1K as of Q1 2026.
  • MAI Capital Management bought 130 Virtus Investment Partners shares in Q1 2026, an estimated $19.2K.
  • Virtus Investment Partners made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2821 holding.
  • MAI 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 MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.