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Rothschild Investment LLC’s Virtus Investment Partners VRTS Stock Holding History

Rothschild Investment LLC’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 		$16.4K Buy
114
+56
+97% +$7.9K ﹤0.01% 1626
2026
Q1 		$7.79K Sell
58
-7
-11% -$1.03K ﹤0.01% 1822
2025
Q4 		$10.6K Buy
65
+23
+55% +$3.89K ﹤0.01% 1547
2025
Q3 		$7.98K Buy
42
+36
+600% +$7.08K ﹤0.01% 1525
2025
Q2 		$1.09K Sell
6
-10
-63% -$1.66K ﹤0.01% 2428
2025
Q1 		$2.76K Buy
16
+14
+700% +$2.67K ﹤0.01% 1714
2024
Q4 		$441 Hold
2
– – ﹤0.01% 2582
2024
Q3 		$419 Hold
2
– – ﹤0.01% 2510
2024
Q2 		$452 Buy
2
+1
+100% +$228 ﹤0.01% 2083
2024
Q1 		$248 Buy
+1
New +$237 ﹤0.01% 1655

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Rothschild Investment LLC's VRTS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Virtus Investment Partners (VRTS) stake by 97% in Q2 2026, buying an estimated $7.9K and bringing the position to 114 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Rothschild Investment LLC first reported a position in VRTS in Q1 2024 and has held it in 10 quarters since. 198 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Rothschild Investment LLC held 114 shares of Virtus Investment Partners worth $16.4K as of Q2 2026.
  • Rothschild Investment LLC bought 56 Virtus Investment Partners shares in Q2 2026, an estimated $7.9K.
  • Virtus Investment Partners made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1626 holding.
  • Rothschild Investment LLC first reported a position in Virtus Investment Partners in Q1 2024 and has held it in 10 quarters since.
  • 198 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.