NRD
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Nebula Research & Development’s Virtus Investment Partners VRTS Stock Holding History

Nebula Research & Development’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
Q3 		– Sell
-5,306
Closed -$963K – 857
2025
Q2 		$963K Sell
5,306
-1,835
-26% -$305K 0.08% 412
2025
Q1 		$1.23M Buy
7,141
+3,307
+86% +$632K 0.11% 303
2024
Q4 		$846K Buy
3,834
+283
+8% +$64.4K 0.1% 345
2024
Q3 		$744K Buy
3,551
+1,942
+121% +$416K 0.09% 420
2024
Q2 		$363K Buy
+1,609
New +$366K 0.06% 530

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State Street
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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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Nebula Research & Development's VRTS Position: Q3 2025 in Review

Nebula Research & Development sold out of Virtus Investment Partners (VRTS) in Q3 2025, closing a stake of 5,306 shares — an estimated $963K sold.

Nebula Research & Development first reported a position in VRTS in Q2 2024 and held it in 5 quarters. The position peaked at $1.23M in Q1 2025. 229 funds tracked by Wall St. Rank hold VRTS as of Q3 2025.

  • Nebula Research & Development reported no remaining Virtus Investment Partners position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 5,306 Virtus Investment Partners shares in Q3 2025, an estimated $963K.
  • Nebula Research & Development first reported a position in Virtus Investment Partners in Q2 2024 and held it in 5 quarters.
  • Nebula Research & Development's Virtus Investment Partners position peaked at $1.23M in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.