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Rialto Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

Rialto Wealth 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
Q2 		$574 Hold
4
– – ﹤0.01% 1615
2026
Q1 		$538 Buy
+4
New +$590 ﹤0.01% 1332

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State Street
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Victory Capital Management
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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

Rialto Wealth Management's VRTS Position: Q2 2026 in Review

Rialto Wealth Management 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 #1615.

Rialto Wealth Management first reported a position in VRTS in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Rialto Wealth Management held 4 shares of Virtus Investment Partners worth $574 as of Q2 2026.
  • Rialto Wealth Management left its Virtus Investment Partners share count unchanged in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1615 holding.
  • Rialto Wealth Management first reported a position in Virtus Investment Partners in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.