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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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FCBT
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MFG
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YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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. 22 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.
  • 22 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.