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Rise Advisors’s Virtus Investment Partners VRTS Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-75
Closed -$14.3K – 1398
2025
Q3 		$14.3K Buy
75
+1
+1% +$197 0.01% 787
2025
Q2 		$13.5K Buy
74
+1
+1% +$166 0.01% 810
2025
Q1 		$12.6K Buy
73
+14
+24% +$2.67K 0.01% 814
2024
Q4 		$12.9K Buy
59
+1
+2% +$228 0.01% 897
2024
Q3 		$12.2K Buy
58
+1
+2% +$214 0.01% 958
2024
Q2 		$13K Hold
57
– – 0.01% 899
2024
Q1 		$14.1K Buy
+57
New +$13.5K 0.01% 887

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rise Advisors's VRTS Position: Q4 2025 in Review

Rise Advisors sold out of Virtus Investment Partners (VRTS) in Q4 2025, closing a stake of 75 shares — an estimated $14.3K sold.

Rise Advisors first reported a position in VRTS in Q1 2024 and held it in 7 quarters. The position peaked at $14.3K in Q3 2025. 235 funds tracked by Wall St. Rank hold VRTS as of Q4 2025.

  • Rise Advisors reported no remaining Virtus Investment Partners position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 75 Virtus Investment Partners shares in Q4 2025, an estimated $14.3K.
  • Rise Advisors first reported a position in Virtus Investment Partners in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Virtus Investment Partners position peaked at $14.3K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.