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Medallion Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History

Medallion Wealth Advisors’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 		– Sell
-15
Closed -$2.02K – 1308
2026
Q1 		$2.02K Hold
15
– – ﹤0.01% 998
2025
Q4 		$2.45K Hold
15
– – ﹤0.01% 967
2025
Q3 		$2.85K Hold
15
– – ﹤0.01% 935
2025
Q2 		$2.72K Hold
15
– – ﹤0.01% 924
2025
Q1 		$2.58K Hold
15
– – ﹤0.01% 888
2024
Q4 		$2.58K Buy
+15
New +$3.42K ﹤0.01% 829

Other funds holding VRTS

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Medallion Wealth Advisors's VRTS Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Virtus Investment Partners (VRTS) in Q2 2026, closing a stake of 15 shares — an estimated $2.02K sold.

Medallion Wealth Advisors first reported a position in VRTS in Q4 2024 and held it in 6 quarters. The position peaked at $2.85K in Q3 2025. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining Virtus Investment Partners position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 15 Virtus Investment Partners shares in Q2 2026, an estimated $2.02K.
  • Medallion Wealth Advisors first reported a position in Virtus Investment Partners in Q4 2024 and held it in 6 quarters.
  • Medallion Wealth Advisors's Virtus Investment Partners position peaked at $2.85K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.