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Nova Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

Nova 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 		$19.5K Hold
136
– – 0.01% 327
2026
Q1 		$18.3K Buy
+136
New +$20.1K 0.01% 310

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Victory Capital Management
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Dimensional Fund Advisors
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AQR Capital Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
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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

Nova Wealth Management's VRTS Position: Q2 2026 in Review

Nova Wealth Management held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 136 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #327.

Nova Wealth Management first reported a position in VRTS in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Nova Wealth Management held 136 shares of Virtus Investment Partners worth $19.5K as of Q2 2026.
  • Nova Wealth Management left its Virtus Investment Partners share count unchanged in Q2 2026.
  • Virtus Investment Partners made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #327 holding.
  • Nova Wealth Management first reported a position in Virtus Investment Partners in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.