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

Private 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	$2.42K	Hold	18	–	–	﹤0.01%	1027
2025 Q4	$2.94K	Hold	18	–	–	﹤0.01%	952
2025 Q3	$3.42K	Hold	18	–	–	﹤0.01%	934
2025 Q2	$3.27K	Hold	18	–	–	﹤0.01%	930
2025 Q1	$3.1K	Hold	18	–	–	﹤0.01%	903
2024 Q4	$3.97K	Hold	18	–	–	﹤0.01%	837
2024 Q3	$3.77K	Hold	18	–	–	﹤0.01%	837
2024 Q2	$4.07K	Hold	18	–	–	﹤0.01%	785
2024 Q1	$4.46K	Hold	18	–	–	﹤0.01%	657
2023 Q4	$4.35K	Buy	+18	New	+$3.59K	﹤0.01%	682

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Private Wealth Management Group held its Virtus Investment Partners (VRTS) position steady in Q1 2026 at 18 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Private Wealth Management Group first reported a position in VRTS in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.46K in Q1 2024. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

Private Wealth Management Group held 18 shares of Virtus Investment Partners worth $2.42K as of Q1 2026.
Private Wealth Management Group left its Virtus Investment Partners share count unchanged in Q1 2026.
Virtus Investment Partners made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1027 holding.
Private Wealth Management Group first reported a position in Virtus Investment Partners in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Virtus Investment Partners position peaked at $4.46K in Q1 2024.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.