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Private Wealth Asset Management’s Virtus Investment Partners VRTS Stock Holding History

Private Wealth 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
2026
Q1 		$5.91K Hold
44
– – ﹤0.01% 765
2025
Q4 		$7.18K Hold
44
– – ﹤0.01% 732
2025
Q3 		$8.36K Hold
44
– – ﹤0.01% 680
2025
Q2 		$7.98K Hold
44
– – ﹤0.01% 704
2025
Q1 		$7.58K Buy
+44
New +$8.4K ﹤0.01% 671

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

Private Wealth Asset Management's VRTS Position: Q1 2026 in Review

Private Wealth Asset Management held its Virtus Investment Partners (VRTS) position steady in Q1 2026 at 44 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Private Wealth Asset Management first reported a position in VRTS in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.36K in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Private Wealth Asset Management held 44 shares of Virtus Investment Partners worth $5.91K as of Q1 2026.
  • Private Wealth Asset Management left its Virtus Investment Partners share count unchanged in Q1 2026.
  • Virtus Investment Partners made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #765 holding.
  • Private Wealth Asset Management first reported a position in Virtus Investment Partners in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Virtus Investment Partners position peaked at $8.36K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.