MassMutual Private Wealth & Trust’s Virtus Investment Partners VRTS Stock Holding History

MassMutual Private Wealth & Trust’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	$5.74K	Buy	40 +16	+67%	+$2.26K	﹤0.01%	1624
2026 Q1	$3.22K	Buy	24 +2	+9%	+$295	﹤0.01%	1833
2025 Q4	$3.59K	Hold	22	–	–	﹤0.01%	1810
2025 Q3	$4.18K	Hold	22	–	–	﹤0.01%	1740
2025 Q2	$3.99K	Sell	22 -21	-49%	-$3.49K	﹤0.01%	1722
2025 Q1	$7.41K	Buy	43 +15	+54%	+$2.86K	﹤0.01%	1415
2024 Q4	$6.18K	Buy	28 +1	+4%	+$228	﹤0.01%	1449
2024 Q3	$5.66K	Buy	27 +5	+23%	+$1.07K	﹤0.01%	1334
2024 Q2	$4.97K	Sell	22 -6	-21%	-$1.36K	﹤0.01%	1314
2024 Q1	$6.94K	Buy	28 +6	+27%	+$1.42K	﹤0.01%	1153
2023 Q4	$5.32K	Sell	22 -7	-24%	-$1.4K	﹤0.01%	1227
2023 Q3	$5.86K	Hold	29	–	–	﹤0.01%	1198
2023 Q2	$5.73K	Hold	29	–	–	﹤0.01%	1162
2023 Q1	$5.52K	Buy	+29	New	+$5.87K	﹤0.01%	1133
2022 Q4	–	Sell	-7	Closed	-$1K	–	1873
2022 Q3	$1K	Buy	7 +6	+600%	+$1.15K	﹤0.01%	1556
2022 Q2	$0	Sell	1 -5	-83%	-$944	﹤0.01%	1731
2022 Q1	$1K	Buy	+6	New	+$1.51K	﹤0.01%	1449

Other funds holding VRTS

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's VRTS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Virtus Investment Partners (VRTS) stake by 67% in Q2 2026, buying an estimated $2.26K and bringing the position to 40 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

MassMutual Private Wealth & Trust first reported a position in VRTS in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.41K in Q1 2025. 60 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

MassMutual Private Wealth & Trust held 40 shares of Virtus Investment Partners worth $5.74K as of Q2 2026.
MassMutual Private Wealth & Trust bought 16 Virtus Investment Partners shares in Q2 2026, an estimated $2.26K.
Virtus Investment Partners made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1624 holding.
MassMutual Private Wealth & Trust first reported a position in Virtus Investment Partners in Q1 2022 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's Virtus Investment Partners position peaked at $7.41K in Q1 2025.
60 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.