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Retirement Wealth Solutions’s Virtus Investment Partners VRTS Stock Holding History

Retirement Wealth Solutions’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
Q2 		$574 Hold
4
– – ﹤0.01% 722
2026
Q1 		$538 Buy
+4
New +$590 ﹤0.01% 718
2025
Q4 		– Sell
-2
Closed -$381 – 847
2025
Q3 		$381 Buy
+2
New +$393 ﹤0.01% 717

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Retirement Wealth Solutions's VRTS Position: Q2 2026 in Review

Retirement Wealth Solutions held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 4 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Retirement Wealth Solutions first reported a position in VRTS in Q3 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Retirement Wealth Solutions held 4 shares of Virtus Investment Partners worth $574 as of Q2 2026.
  • Retirement Wealth Solutions left its Virtus Investment Partners share count unchanged in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #722 holding.
  • Retirement Wealth Solutions first reported a position in Virtus Investment Partners in Q3 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.