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Pinnacle Wealth Planning Services’s Virtus Investment Partners VRTS Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$47.8K Sell
356
-188
-35% -$27.7K ﹤0.01% 1228
2025
Q4 		$88.8K Buy
+544
New +$91.9K 0.01% 844
2021
Q1 		– Sell
-144
Closed -$31K – 1908
2020
Q4 		$31K Buy
+144
New +$26.2K 0.01% 993

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pinnacle Wealth Planning Services's VRTS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Virtus Investment Partners (VRTS) stake by 35% in Q1 2026, selling an estimated $27.7K and leaving 356 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Pinnacle Wealth Planning Services first reported a position in VRTS in Q4 2020 and has held it in 3 quarters since. The position peaked at $88.8K in Q4 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 356 shares of Virtus Investment Partners worth $47.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 188 Virtus Investment Partners shares in Q1 2026, an estimated $27.7K.
  • Virtus Investment Partners made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1228 holding.
  • Pinnacle Wealth Planning Services first reported a position in Virtus Investment Partners in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Virtus Investment Partners position peaked at $88.8K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.