PWMG
VRTS icon

Prestige Wealth Management Group’s Virtus Investment Partners VRTS Stock Holding History

Prestige Wealth Management Group’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 		$941 Hold
7
– – ﹤0.01% 871
2025
Q4 		$1.14K Hold
7
– – ﹤0.01% 855
2025
Q3 		$1.33K Hold
7
– – ﹤0.01% 812
2025
Q2 		$1.27K Hold
7
– – ﹤0.01% 823
2025
Q1 		$1.21K Hold
7
– – ﹤0.01% 830
2024
Q4 		$1.54K Hold
7
– – ﹤0.01% 822
2024
Q3 		$1.47K Hold
7
– – ﹤0.01% 829
2024
Q2 		$1.58K Hold
7
– – ﹤0.01% 769
2024
Q1 		$1.74K Hold
7
– – ﹤0.01% 778
2023
Q4 		$1.69K Hold
7
– – ﹤0.01% 780
2023
Q3 		$1.41K Hold
7
– – ﹤0.01% 816
2023
Q2 		$1.38K Hold
7
– – ﹤0.01% 842
2023
Q1 		$1.33K Hold
7
– – ﹤0.01% 834
2022
Q4 		$1.34K Hold
7
– – ﹤0.01% 915
2022
Q3 		$1K Hold
7
– – ﹤0.01% 936
2022
Q2 		$1K Hold
7
– – ﹤0.01% 938
2022
Q1 		$2K Hold
7
– – ﹤0.01% 822
2021
Q4 		$2K Hold
7
– – ﹤0.01% 843
2021
Q3 		$2K Hold
7
– – ﹤0.01% 833
2021
Q2 		$2K Hold
7
– – ﹤0.01% 832
2021
Q1 		$2K Hold
7
– – ﹤0.01% 830
2020
Q4 		$2K Hold
7
– – ﹤0.01% 799
2020
Q3 		$1K Hold
7
– – ﹤0.01% 849
2020
Q2 		$1K Hold
7
– – ﹤0.01% 857
2020
Q1 		$1K Buy
7
+3
+75% +$338 ﹤0.01% 862
2019
Q4 		$0 Hold
4
– – ﹤0.01% 681
2019
Q3 		$0 Hold
4
– – ﹤0.01% 646
2019
Q2 		$0 Buy
+4
New +$447 ﹤0.01% 511

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

Prestige Wealth Management Group's VRTS Position: Q1 2026 in Review

Prestige Wealth Management Group held its Virtus Investment Partners (VRTS) position steady in Q1 2026 at 7 shares worth $941. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Prestige Wealth Management Group first reported a position in VRTS in Q2 2019 and has held it in 28 quarters since. The position peaked at $2K in Q1 2022. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Prestige Wealth Management Group held 7 shares of Virtus Investment Partners worth $941 as of Q1 2026.
  • Prestige Wealth Management Group left its Virtus Investment Partners share count unchanged in Q1 2026.
  • Virtus Investment Partners made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #871 holding.
  • Prestige Wealth Management Group first reported a position in Virtus Investment Partners in Q2 2019 and has held it in 28 quarters since.
  • Prestige Wealth Management Group's Virtus Investment Partners position peaked at $2K in Q1 2022.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.