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Parallel Advisors’s Virtus Investment Partners VRTS Stock Holding History

Parallel Advisors’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 		$6.75K Buy
47
+11
+31% +$1.55K ﹤0.01% 3099
2026
Q1 		$4.84K Buy
36
+28
+350% +$4.13K ﹤0.01% 3042
2025
Q4 		$1.3K Sell
8
-18
-69% -$3.04K ﹤0.01% 3233
2025
Q3 		$4.94K Hold
26
– – ﹤0.01% 2779
2025
Q2 		$4.72K Sell
26
-53
-67% -$8.82K ﹤0.01% 2771
2025
Q1 		$13.6K Buy
79
+47
+147% +$8.97K ﹤0.01% 2312
2024
Q4 		$7.06K Buy
32
+17
+113% +$3.87K ﹤0.01% 2519
2024
Q3 		$3.14K Sell
15
-8
-35% -$1.71K ﹤0.01% 2764
2024
Q2 		$5.2K Buy
23
+6
+35% +$1.36K ﹤0.01% 2534
2024
Q1 		$4.22K Buy
17
+1
+6% +$237 ﹤0.01% 2582
2023
Q4 		$3.87K Sell
16
-36
-69% -$7.18K ﹤0.01% 2595
2023
Q3 		$10.5K Buy
+52
New +$10.6K ﹤0.01% 2171
2023
Q1 		– Sell
-2
Closed -$383 – 3513
2022
Q4 		$383 Sell
2
-29
-94% -$5.19K ﹤0.01% 3085
2022
Q3 		$5K Sell
31
-84
-73% -$16.1K ﹤0.01% 2329
2022
Q2 		$20K Buy
115
+83
+259% +$15.7K ﹤0.01% 1677
2022
Q1 		$8K Buy
+32
New +$8.08K ﹤0.01% 2135

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 $3.37T AUM 44.26% 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

Parallel Advisors's VRTS Position: Q2 2026 in Review

Parallel Advisors increased its Virtus Investment Partners (VRTS) stake by 31% in Q2 2026, buying an estimated $1.55K and bringing the position to 47 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Parallel Advisors first reported a position in VRTS in Q1 2022 and has held it in 16 quarters since. The position peaked at $20K in Q2 2022. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Parallel Advisors held 47 shares of Virtus Investment Partners worth $6.75K as of Q2 2026.
  • Parallel Advisors bought 11 Virtus Investment Partners shares in Q2 2026, an estimated $1.55K.
  • Virtus Investment Partners made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3099 holding.
  • Parallel Advisors first reported a position in Virtus Investment Partners in Q1 2022 and has held it in 16 quarters since.
  • Parallel Advisors's Virtus Investment Partners position peaked at $20K in Q2 2022.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.