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Nearwater Capital Markets’s Virtus Investment Partners VRTS Stock Holding History

Nearwater Capital Markets’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
-11,400
Closed -$1.86M – 138
2025
Q4 		$1.86M Hold
11,400
– – 0.03% 102
2025
Q3 		$2.17M Buy
+11,400
New +$2.24M 0.03% 142

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

Nearwater Capital Markets's VRTS Position: Q1 2026 in Review

Nearwater Capital Markets sold out of Virtus Investment Partners (VRTS) in Q1 2026, closing a stake of 11,400 shares — an estimated $1.86M sold.

Nearwater Capital Markets first reported a position in VRTS in Q3 2025 and held it in 2 quarters. The position peaked at $2.17M in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Nearwater Capital Markets reported no remaining Virtus Investment Partners position as of Q1 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 11,400 Virtus Investment Partners shares in Q1 2026, an estimated $1.86M.
  • Nearwater Capital Markets first reported a position in Virtus Investment Partners in Q3 2025 and held it in 2 quarters.
  • Nearwater Capital Markets's Virtus Investment Partners position peaked at $2.17M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.