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MQS Management’s Virtus Investment Partners VRTS Stock Holding History

MQS 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
2026
Q1 		– Sell
-1,271
Closed -$207K – 602
2025
Q4 		$207K Buy
+1,271
New +$215K 0.12% 356
2025
Q2 		– Sell
-1,644
Closed -$283K – 670
2025
Q1 		$283K Buy
+1,644
New +$314K 0.16% 283
2024
Q4 		– Sell
-1,086
Closed -$227K – 396
2024
Q3 		$227K Buy
+1,086
New +$233K 0.13% 339

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

MQS Management's VRTS Position: Q1 2026 in Review

MQS Management sold out of Virtus Investment Partners (VRTS) in Q1 2026, closing a stake of 1,271 shares — an estimated $207K sold.

MQS Management first reported a position in VRTS in Q3 2024 and held it in 3 quarters. The position peaked at $283K in Q1 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • MQS Management reported no remaining Virtus Investment Partners position as of Q1 2026 after selling out during the quarter.
  • MQS Management sold 1,271 Virtus Investment Partners shares in Q1 2026, an estimated $207K.
  • MQS Management first reported a position in Virtus Investment Partners in Q3 2024 and held it in 3 quarters.
  • MQS Management's Virtus Investment Partners position peaked at $283K in Q1 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.