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Panagora Asset Management’s Virtus Investment Partners VRTS Stock Holding History

Panagora Asset 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
2025
Q2 		– Sell
-10,807
Closed -$1.86M – 1220
2025
Q1 		$1.86M Buy
10,807
+3
+0% +$573 0.01% 529
2024
Q4 		$2.38M Sell
10,804
-1,423
-12% -$324K 0.01% 475
2024
Q3 		$2.56M Buy
12,227
+368
+3% +$78.8K 0.01% 492
2024
Q2 		$2.68M Buy
11,859
+245
+2% +$55.7K 0.01% 449
2024
Q1 		$2.88M Sell
11,614
-1,207
-9% -$286K 0.02% 466
2023
Q4 		$3.1M Sell
12,821
-204
-2% -$40.7K 0.02% 441
2023
Q3 		$2.63M Sell
13,025
-11,564
-47% -$2.35M 0.02% 446
2023
Q2 		$4.86M Sell
24,589
-5,432
-18% -$1.03M 0.03% 335
2023
Q1 		$5.72M Buy
30,021
+3,641
+14% +$736K 0.04% 343
2022
Q4 		$5.05M Buy
26,380
+15,852
+151% +$2.83M 0.03% 381
2022
Q3 		$1.68M Buy
10,528
+868
+9% +$166K 0.01% 666
2022
Q2 		$1.65M Sell
9,660
-1
-0% -$189 0.01% 687
2022
Q1 		$2.32M Buy
+9,661
New +$2.44M 0.01% 643
2020
Q3 		– Sell
-1,898
Closed -$221K – 2765
2020
Q2 		$221K Buy
+1,898
New +$178K ﹤0.01% 1494
2016
Q2 		– Sell
-129
Closed -$10K – 2350
2016
Q1 		$10K Hold
129
– – ﹤0.01% 2208
2015
Q4 		$15K Sell
129
-11,281
-99% -$1.35M ﹤0.01% 2182
2015
Q3 		$1.15M Sell
11,410
-378
-3% -$43.5K 0.01% 983
2015
Q2 		$1.56M Hold
11,788
– – 0.01% 906
2015
Q1 		$1.54M Sell
11,788
-680
-5% -$96.1K 0.01% 887
2014
Q4 		$2.13M Sell
12,468
-1,325
-10% -$222K 0.01% 730
2014
Q3 		$2.4M Sell
13,793
-5,272
-28% -$1.07M 0.01% 699
2014
Q2 		$4.04M Buy
19,065
+2,494
+15% +$470K 0.02% 583
2014
Q1 		$2.87M Buy
16,571
+515
+3% +$94.9K 0.01% 731
2013
Q4 		$3.21M Buy
16,056
+10
+0.1% +$1.92K 0.01% 673
2013
Q3 		$2.61M Sell
16,046
-1,170
-7% -$211K 0.01% 712
2013
Q2 		$3.04M Buy
+17,216
New +$3.57M 0.02% 619

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Panagora Asset Management's VRTS Position: Q2 2025 in Review

Panagora Asset Management sold out of Virtus Investment Partners (VRTS) in Q2 2025, closing a stake of 10,807 shares — an estimated $1.86M sold.

Panagora Asset Management first reported a position in VRTS in Q2 2013 and held it in 26 quarters. The position peaked at $5.72M in Q1 2023. 243 funds tracked by Wall St. Rank hold VRTS as of Q2 2025.

  • Panagora Asset Management reported no remaining Virtus Investment Partners position as of Q2 2025 after selling out during the quarter.
  • Panagora Asset Management sold 10,807 Virtus Investment Partners shares in Q2 2025, an estimated $1.86M.
  • Panagora Asset Management first reported a position in Virtus Investment Partners in Q2 2013 and held it in 26 quarters.
  • Panagora Asset Management's Virtus Investment Partners position peaked at $5.72M in Q1 2023.
  • 243 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2025.

Based on Panagora Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.