Nisa Investment Advisors
VRTS icon

Nisa Investment Advisors’s Virtus Investment Partners VRTS Stock Holding History

Nisa Investment Advisors’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 		$2.69K Sell
20
-811
-98% -$120K ﹤0.01% 2569
2025
Q4 		$136K Buy
831
+438
+111% +$74K ﹤0.01% 1340
2025
Q3 		$74.7K Buy
393
+34
+9% +$6.69K ﹤0.01% 1517
2025
Q2 		$65.1K Buy
359
+249
+226% +$41.4K ﹤0.01% 1526
2025
Q1 		$19K Hold
110
– – ﹤0.01% 1905
2024
Q4 		$24.3K Sell
110
-600
-85% -$137K ﹤0.01% 1881
2024
Q3 		$149K Sell
710
-3,800
-84% -$814K ﹤0.01% 1348
2024
Q2 		$1.02M Sell
4,510
-14,300
-76% -$3.25M 0.01% 870
2024
Q1 		$4.66M Buy
18,810
+18,800
+188,000% +$4.45M 0.03% 459
2023
Q4 		$2.42K Hold
10
– – ﹤0.01% 2171
2023
Q3 		$2.02K Hold
10
– – ﹤0.01% 2341
2023
Q2 		$1.98K Hold
10
– – ﹤0.01% 2369
2023
Q1 		$2K Sell
10
-245
-96% -$49.5K ﹤0.01% 2334
2022
Q4 		$49K Hold
255
– – ﹤0.01% 1780
2022
Q3 		$44K Buy
255
+5
+2% +$959 ﹤0.01% 1788
2022
Q2 		$43K Hold
250
– – ﹤0.01% 1782
2022
Q1 		$60K Sell
250
-100
-29% -$25.2K ﹤0.01% 1785
2021
Q4 		$92K Buy
+350
New +$109K ﹤0.01% 1544
2020
Q4 		– Sell
-250
Closed -$35K – 2359
2020
Q3 		$35K Buy
+250
New +$33.8K ﹤0.01% 1945
2020
Q2 		– Sell
-2,000
Closed -$152K – 2109
2020
Q1 		$152K Buy
+2,000
New +$226K ﹤0.01% 1263
2018
Q1 		– Sell
-100
Closed -$12K – 1895
2017
Q4 		$12K Sell
100
-50
-33% -$5.88K ﹤0.01% 1703
2017
Q3 		$17K Hold
150
– – ﹤0.01% 1578
2017
Q2 		$17K Buy
150
+100
+200% +$10.6K ﹤0.01% 1536
2017
Q1 		$5K Sell
50
-50
-50% -$5.59K ﹤0.01% 1809
2016
Q4 		$12K Sell
100
-900
-90% -$98.2K ﹤0.01% 1775
2016
Q3 		$98K Hold
1,000
– – ﹤0.01% 1335
2016
Q2 		$71K Buy
1,000
+400
+67% +$30.3K ﹤0.01% 1357
2016
Q1 		$47K Buy
+600
New +$53.9K ﹤0.01% 1402

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

Nisa Investment Advisors's VRTS Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Virtus Investment Partners (VRTS) stake by 98% in Q1 2026, selling an estimated $120K and leaving 20 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Nisa Investment Advisors first reported a position in VRTS in Q1 2016 and has held it in 28 quarters since. The position peaked at $4.66M in Q1 2024. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Nisa Investment Advisors held 20 shares of Virtus Investment Partners worth $2.69K as of Q1 2026.
  • Nisa Investment Advisors sold 811 Virtus Investment Partners shares in Q1 2026, an estimated $120K.
  • Virtus Investment Partners made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2569 holding.
  • Nisa Investment Advisors first reported a position in Virtus Investment Partners in Q1 2016 and has held it in 28 quarters since.
  • Nisa Investment Advisors's Virtus Investment Partners position peaked at $4.66M in Q1 2024.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.