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 Q3	$5.29K	Hold	40	–	–	﹤0.01%	1599
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	+$5.86K	﹤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	+$1.52K	﹤0.01%	1449

Other funds holding VRTS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

MassMutual Private Wealth & Trust's VRTS Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Virtus Investment Partners (VRTS) position steady in Q3 2026 at 40 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

MassMutual Private Wealth & Trust first reported a position in VRTS in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.41K in Q1 2025. 118 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

MassMutual Private Wealth & Trust held 40 shares of Virtus Investment Partners worth $5.29K as of Q3 2026.
MassMutual Private Wealth & Trust left its Virtus Investment Partners share count unchanged in Q3 2026.
Virtus Investment Partners made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1599 holding.
MassMutual Private Wealth & Trust first reported a position in Virtus Investment Partners in Q1 2022 and has held it in 18 quarters since.
MassMutual Private Wealth & Trust's Virtus Investment Partners position peaked at $7.41K in Q1 2025.
118 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.