QT
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Quantbot Technologies’s Virtus Investment Partners VRTS Stock Holding History

Quantbot Technologies’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 		$835K Sell
6,214
-1,344
-18% -$198K 0.03% 659
2025
Q4 		$1.23M Buy
7,558
+2,281
+43% +$385K 0.04% 618
2025
Q3 		$1M Buy
5,277
+27
+0.5% +$5.31K 0.03% 771
2025
Q2 		$952K Buy
5,250
+1,240
+31% +$206K 0.02% 798
2025
Q1 		$691K Buy
4,010
+2,806
+233% +$536K 0.02% 792
2024
Q4 		$266K Sell
1,204
-881
-42% -$201K 0.01% 990
2024
Q3 		$437K Buy
2,085
+1,366
+190% +$293K 0.02% 864
2024
Q2 		$162K Sell
719
-340
-32% -$77.4K 0.01% 1025
2024
Q1 		$263K Sell
1,059
-2
-0.2% -$474 0.01% 929
2023
Q4 		$257K Buy
+1,061
New +$212K 0.01% 939
2022
Q3 		– Sell
-1,111
Closed -$190K – 2140
2022
Q2 		$190K Buy
+1,111
New +$210K 0.02% 941
2021
Q3 		– Sell
-200
Closed -$55K – 1941
2021
Q2 		$55K Buy
+200
New +$54.1K ﹤0.01% 1042
2017
Q2 		– Sell
-628
Closed -$66K – 1409
2017
Q1 		$66K Buy
628
+489
+352% +$54.7K 0.01% 874
2016
Q4 		$16K Buy
+139
New +$15.2K ﹤0.01% 950
2015
Q2 		– Sell
-12
Closed -$1K – 1391
2015
Q1 		$1K Buy
+12
New +$1.7K ﹤0.01% 1013
2014
Q2 		– Sell
-400
Closed -$69K – 1405
2014
Q1 		$69K Buy
+400
New +$73.7K 0.02% 698

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

Quantbot Technologies's VRTS Position: Q1 2026 in Review

Quantbot Technologies reduced its Virtus Investment Partners (VRTS) stake by 18% in Q1 2026, selling an estimated $198K and leaving 6,214 shares worth $835K. The position accounts for 0.03% of the portfolio, ranked #659.

Quantbot Technologies first reported a position in VRTS in Q1 2014 and has held it in 16 quarters since. The position peaked at $1.23M in Q4 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Quantbot Technologies held 6,214 shares of Virtus Investment Partners worth $835K as of Q1 2026.
  • Quantbot Technologies sold 1,344 Virtus Investment Partners shares in Q1 2026, an estimated $198K.
  • Virtus Investment Partners made up 0.03% of Quantbot Technologies's portfolio in Q1 2026, its #659 holding.
  • Quantbot Technologies first reported a position in Virtus Investment Partners in Q1 2014 and has held it in 16 quarters since.
  • Quantbot Technologies's Virtus Investment Partners position peaked at $1.23M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Quantbot Technologies's 13F filing for Q1 2026, filed 13 May 2026.