Northwestern Mutual Wealth Management
VRTS icon

Northwestern Mutual Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

Northwestern Mutual Wealth 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 		$4.03K Hold
30
– – ﹤0.01% 3380
2025
Q4 		$4.89K Sell
30
-6
-17% -$1.01K ﹤0.01% 3234
2025
Q3 		$6.84K Sell
36
-2
-5% -$393 ﹤0.01% 3040
2025
Q2 		$6.89K Buy
38
+8
+27% +$1.33K ﹤0.01% 2917
2025
Q1 		$5.17K Sell
30
-44
-59% -$8.4K ﹤0.01% 2946
2024
Q4 		$16.3K Buy
74
+20
+37% +$4.55K ﹤0.01% 2582
2024
Q3 		$11.3K Buy
54
+24
+80% +$5.14K ﹤0.01% 2645
2024
Q2 		$6.78K Sell
30
-10
-25% -$2.27K ﹤0.01% 2778
2024
Q1 		$9.92K Hold
40
– – ﹤0.01% 2642
2023
Q4 		$9.67K Buy
40
+10
+33% +$2K ﹤0.01% 2649
2023
Q3 		$6.06K Hold
30
– – ﹤0.01% 2700
2023
Q2 		$5.92K Hold
30
– – ﹤0.01% 2731
2023
Q1 		$5.71K Hold
30
– – ﹤0.01% 2708
2022
Q4 		$5.74K Hold
30
– – ﹤0.01% 2684
2022
Q3 		$5K Hold
30
– – ﹤0.01% 2708
2022
Q2 		$5K Buy
+30
New +$5.66K ﹤0.01% 2729
2020
Q4 		– Sell
-49
Closed -$7K – 2897
2020
Q3 		$7K Buy
+49
New +$6.63K ﹤0.01% 2095
2018
Q3 		– Sell
-13
Closed -$2K – 2646
2018
Q2 		$2K Buy
+13
New +$1.61K ﹤0.01% 2200

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

Northwestern Mutual Wealth Management's VRTS Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its Virtus Investment Partners (VRTS) position steady in Q1 2026 at 30 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #3380.

Northwestern Mutual Wealth Management first reported a position in VRTS in Q2 2018 and has held it in 18 quarters since. The position peaked at $16.3K in Q4 2024. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Northwestern Mutual Wealth Management held 30 shares of Virtus Investment Partners worth $4.03K as of Q1 2026.
  • Northwestern Mutual Wealth Management left its Virtus Investment Partners share count unchanged in Q1 2026.
  • Virtus Investment Partners made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3380 holding.
  • Northwestern Mutual Wealth Management first reported a position in Virtus Investment Partners in Q2 2018 and has held it in 18 quarters since.
  • Northwestern Mutual Wealth Management's Virtus Investment Partners position peaked at $16.3K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.