Michael Gelband’s Virtus Investment Partners VRTS Stock Holding History

Michael Gelband’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	$1.8M	Buy	+12,533	New	+$1.77M	0.01%	864
2026 Q1	–	Sell	-23,390	Closed	-$3.82M	–	2145
2025 Q4	$3.82M	Buy	23,390 +10,680	+84%	+$1.8M	0.03%	570
2025 Q3	$2.42M	Buy	+12,710	New	+$2.5M	0.02%	672
2025 Q2	–	Sell	-1,936	Closed	-$334K	–	2004
2025 Q1	$334K	Sell	1,936 -9,800	-84%	-$1.87M	﹤0.01%	1211
2024 Q4	$2.59M	Buy	11,736 +8,960	+323%	+$2.04M	0.02%	628
2024 Q3	$581K	Sell	2,776 -984	-26%	-$211K	﹤0.01%	1137
2024 Q2	$849K	Buy	+3,760	New	+$855K	0.01%	1078
2022 Q4	–	Sell	-36,446	Closed	-$5.81M	–	2177
2022 Q3	$5.81M	Sell	36,446 -25,781	-41%	-$4.94M	0.08%	356
2022 Q2	$10.6M	Buy	62,227 +3,193	+5%	+$603K	0.13%	182
2022 Q1	$14.2M	Buy	59,034 +21,169	+56%	+$5.34M	0.18%	113
2021 Q4	$11.3M	Sell	37,865 -7,192	-16%	-$2.23M	0.12%	189
2021 Q3	$14M	Buy	45,057 +1,689	+4%	+$501K	0.19%	124
2021 Q2	$12M	Buy	43,368 +41,006	+1,736%	+$11.1M	0.13%	111
2021 Q1	$556K	Buy	2,362 +1,355	+135%	+$326K	0.01%	1270
2020 Q4	$219K	Buy	+1,007	New	+$183K	﹤0.01%	1688

Other funds holding VRTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Michael Gelband's VRTS Position: Q2 2026 in Review

Michael Gelband opened a new position in Virtus Investment Partners (VRTS) in Q2 2026: 12,533 shares worth $1.8M. The stake represents 0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Michael Gelband previously reported a position in VRTS as recently as Q4 2025.

Michael Gelband first reported a position in VRTS in Q4 2020 and has held it in 15 quarters since. The position peaked at $14.2M in Q1 2022. 232 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Michael Gelband held 12,533 shares of Virtus Investment Partners worth $1.8M as of Q2 2026.
Virtus Investment Partners was a new Michael Gelband position in Q2 2026.
Virtus Investment Partners made up 0.01% of Michael Gelband's portfolio in Q2 2026, its #864 holding.
Michael Gelband first reported a position in Virtus Investment Partners in Q4 2020 and has held it in 15 quarters since.
Michael Gelband's Virtus Investment Partners position peaked at $14.2M in Q1 2022.
232 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.