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Meritage Portfolio Management’s Virtus Investment Partners VRTS Stock Holding History

Meritage Portfolio 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 		$3.02M Sell
18,506
-1,002
-5% -$169K 0.2% 138
2025
Q3 		$3.71M Sell
19,508
-281
-1% -$55.3K 0.25% 121
2025
Q2 		$3.59M Sell
19,789
-752
-4% -$125K 0.23% 123
2025
Q1 		$3.54M Sell
20,541
-432
-2% -$82.5K 0.23% 123
2024
Q4 		$4.63M Sell
20,973
-1,348
-6% -$307K 0.29% 97
2024
Q3 		$4.67M Buy
22,321
+5,919
+36% +$1.27M 0.29% 113
2024
Q2 		$3.7M Sell
16,402
-312
-2% -$71K 0.23% 128
2024
Q1 		$4.14M Buy
+16,714
New +$3.96M 0.26% 118

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

Meritage Portfolio Management's VRTS Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Virtus Investment Partners (VRTS) stake by 5.1% in Q4 2025, selling an estimated $169K and leaving 18,506 shares worth $3.02M. The position accounts for 0.2% of the portfolio, ranked #138.

Meritage Portfolio Management first reported a position in VRTS in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.67M in Q3 2024. 235 funds tracked by Wall St. Rank hold VRTS as of Q4 2025.

  • Meritage Portfolio Management held 18,506 shares of Virtus Investment Partners worth $3.02M as of Q4 2025.
  • Meritage Portfolio Management sold 1,002 Virtus Investment Partners shares in Q4 2025, an estimated $169K.
  • Virtus Investment Partners made up 0.2% of Meritage Portfolio Management's portfolio in Q4 2025, its #138 holding.
  • Meritage Portfolio Management first reported a position in Virtus Investment Partners in Q1 2024 and has held it in 8 quarters since.
  • Meritage Portfolio Management's Virtus Investment Partners position peaked at $4.67M in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.