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
Q2 		$4.3K Hold
30
– – ﹤0.01% 3434
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwestern Mutual Wealth Management's VRTS Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 30 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3434.

Northwestern Mutual Wealth Management first reported a position in VRTS in Q2 2018 and has held it in 19 quarters since. The position peaked at $16.3K in Q4 2024. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Northwestern Mutual Wealth Management held 30 shares of Virtus Investment Partners worth $4.3K as of Q2 2026.
  • Northwestern Mutual Wealth Management left its Virtus Investment Partners share count unchanged in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3434 holding.
  • Northwestern Mutual Wealth Management first reported a position in Virtus Investment Partners in Q2 2018 and has held it in 19 quarters since.
  • Northwestern Mutual Wealth Management's Virtus Investment Partners position peaked at $16.3K in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.