Morgan Stanley’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.9M | Buy |
96,056
+20,156
| +27% | +$2.97M | ﹤0.01% | 3343 |
|
|
2025
Q4 | $12.4M | Sell |
75,900
-18,429
| -20% | -$3.11M | ﹤0.01% | 3415 |
|
|
2025
Q3 | $17.9M | Sell |
94,329
-12,997
| -12% | -$2.56M | ﹤0.01% | 2987 |
|
|
2025
Q2 | $19.5M | Buy |
107,326
+15,626
| +17% | +$2.6M | ﹤0.01% | 2837 |
|
|
2025
Q1 | $15.8M | Sell |
91,700
-11,351
| -11% | -$2.17M | ﹤0.01% | 2929 |
|
|
2024
Q4 | $22.7M | Sell |
103,051
-30,464
| -23% | -$6.94M | ﹤0.01% | 2624 |
|
|
2024
Q3 | $28M | Buy |
133,515
+37,185
| +39% | +$7.96M | ﹤0.01% | 2453 |
|
|
2024
Q2 | $21.8M | Sell |
96,330
-7,346
| -7% | -$1.67M | ﹤0.01% | 2572 |
|
|
2024
Q1 | $25.7M | Sell |
103,676
-63,052
| -38% | -$14.9M | ﹤0.01% | 2415 |
|
|
2023
Q4 | $40.3M | Buy |
166,728
+93,487
| +128% | +$18.7M | ﹤0.01% | 2675 |
|
|
2023
Q3 | $14.8M | Buy |
73,241
+11,258
| +18% | +$2.29M | ﹤0.01% | 2760 |
|
|
2023
Q2 | $12.2M | Buy |
61,983
+230
| +0.4% | +$43.5K | ﹤0.01% | 2972 |
|
|
2023
Q1 | $11.8M | Sell |
61,753
-2,627
| -4% | -$531K | ﹤0.01% | 2992 |
|
|
2022
Q4 | $12.3M | Sell |
64,380
-531
| -0.8% | -$95K | ﹤0.01% | 2867 |
|
|
2022
Q3 | $10.4M | Sell |
64,911
-6,820
| -10% | -$1.31M | ﹤0.01% | 2943 |
|
|
2022
Q2 | $12.3M | Buy |
71,731
+19,829
| +38% | +$3.74M | ﹤0.01% | 2852 |
|
|
2022
Q1 | $12.5M | Sell |
51,902
-29,647
| -36% | -$7.48M | ﹤0.01% | 2655 |
|
|
2021
Q4 | $24.2M | Buy |
81,549
+22,749
| +39% | +$7.06M | ﹤0.01% | 1970 |
|
|
2021
Q3 | $18.2M | Buy |
58,800
+14,281
| +32% | +$4.24M | ﹤0.01% | 2187 |
|
|
2021
Q2 | $12.4M | Buy |
44,519
+2,368
| +6% | +$641K | ﹤0.01% | 2744 |
|
|
2021
Q1 | $9.93M | Buy |
42,151
+5,399
| +15% | +$1.3M | ﹤0.01% | 2660 |
|
|
2020
Q4 | $7.97M | Buy |
36,752
+11,078
| +43% | +$2.01M | ﹤0.01% | 2752 |
|
|
2020
Q3 | $3.56M | Buy |
25,674
+1,761
| +7% | +$238K | ﹤0.01% | 3060 |
|
|
2020
Q2 | $2.78M | Sell |
23,913
-51,194
| -68% | -$4.79M | ﹤0.01% | 3272 |
|
|
2020
Q1 | $5.71M | Buy |
75,107
+30,039
| +67% | +$3.39M | ﹤0.01% | 2328 |
|
|
2019
Q4 | $5.49M | Buy |
45,068
+20,712
| +85% | +$2.31M | ﹤0.01% | 3107 |
|
|
2019
Q3 | $2.69M | Sell |
24,356
-9,310
| -28% | -$1M | ﹤0.01% | 3522 |
|
|
2019
Q2 | $3.62M | Buy |
33,666
+21,219
| +170% | +$2.37M | ﹤0.01% | 3258 |
|
|
2019
Q1 | $1.22M | Sell |
12,447
-1,974
| -14% | -$187K | ﹤0.01% | 3979 |
|
|
2018
Q4 | $1.15M | Sell |
14,421
-10,048
| -41% | -$976K | ﹤0.01% | 4183 |
|
|
2018
Q3 | $2.78M | Buy |
24,469
+5,756
| +31% | +$731K | ﹤0.01% | 3730 |
|
|
2018
Q2 | $2.39M | Sell |
18,713
-16,463
| -47% | -$2.04M | ﹤0.01% | 3901 |
|
|
2018
Q1 | $4.36M | Sell |
35,176
-6,727
| -16% | -$851K | ﹤0.01% | 3165 |
|
|
2017
Q4 | $4.82M | Buy |
41,903
+15,072
| +56% | +$1.77M | ﹤0.01% | 3145 |
|
|
2017
Q3 | $3.11M | Buy |
26,831
+9,588
| +56% | +$1.07M | ﹤0.01% | 3447 |
|
|
2017
Q2 | $1.91M | Buy |
17,243
+8,420
| +95% | +$893K | ﹤0.01% | 3838 |
|
|
2017
Q1 | $933K | Sell |
8,823
-4,535
| -34% | -$507K | ﹤0.01% | 4431 |
|
|
2016
Q4 | $1.58M | Buy |
13,358
+11,861
| +792% | +$1.29M | ﹤0.01% | 4127 |
|
|
2016
Q3 | $147K | Buy |
1,497
+340
| +29% | +$29.8K | ﹤0.01% | 5145 |
|
|
2016
Q2 | $82K | Sell |
1,157
-40,663
| -97% | -$3.08M | ﹤0.01% | 5330 |
|
|
2016
Q1 | $3.27M | Sell |
41,820
-53,069
| -56% | -$4.77M | ﹤0.01% | 2910 |
|
|
2015
Q4 | $11.1M | Buy |
94,889
+89,305
| +1,599% | +$10.7M | ﹤0.01% | 1883 |
|
|
2015
Q3 | $561K | Buy |
5,584
+834
| +18% | +$96K | ﹤0.01% | 4530 |
|
|
2015
Q2 | $629K | Buy |
4,750
+545
| +13% | +$71.1K | ﹤0.01% | 4537 |
|
|
2015
Q1 | $549K | Sell |
4,205
-4,448
| -51% | -$628K | ﹤0.01% | 4590 |
|
|
2014
Q4 | $1.48M | Sell |
8,653
-229
| -3% | -$38.3K | ﹤0.01% | 3816 |
|
|
2014
Q3 | $1.54M | Sell |
8,882
-6,169
| -41% | -$1.25M | ﹤0.01% | 3657 |
|
|
2014
Q2 | $3.19M | Sell |
15,051
-11,789
| -44% | -$2.22M | ﹤0.01% | 3091 |
|
|
2014
Q1 | $4.65M | Sell |
26,840
-8,064
| -23% | -$1.49M | ﹤0.01% | 2645 |
|
|
2013
Q4 | $6.98M | Sell |
34,904
-5,094
| -13% | -$978K | ﹤0.01% | 2258 |
|
|
2013
Q3 | $6.5M | Sell |
39,998
-3,207
| -7% | -$580K | ﹤0.01% | 2163 |
|
|
2013
Q2 | $7.62M | Buy |
+43,205
| New | +$8.95M | ﹤0.01% | 1936 |
|
Other funds holding VRTS
VPM
VCM
