Russell Investments Group
VRTS icon

Russell Investments Group’s Virtus Investment Partners VRTS Stock Holding History

Russell Investments Group’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 		$987K Sell
7,347
-4,639
-39% -$684K ﹤0.01% 2219
2025
Q4 		$1.96M Sell
11,986
-811
-6% -$137K ﹤0.01% 1874
2025
Q3 		$2.43M Sell
12,797
-4,766
-27% -$938K ﹤0.01% 1756
2025
Q2 		$3.19M Buy
17,563
+5,460
+45% +$908K ﹤0.01% 1472
2025
Q1 		$2.09M Buy
12,103
+3,381
+39% +$646K ﹤0.01% 1672
2024
Q4 		$1.92M Sell
8,722
-2,327
-21% -$530K ﹤0.01% 1689
2024
Q3 		$2.31M Buy
11,049
+7,446
+207% +$1.59M ﹤0.01% 1613
2024
Q2 		$814K Sell
3,603
-10,315
-74% -$2.35M ﹤0.01% 2041
2024
Q1 		$3.45M Buy
13,918
+6,213
+81% +$1.47M 0.01% 1332
2023
Q4 		$1.86M Buy
7,705
+5,803
+305% +$1.16M ﹤0.01% 1653
2023
Q3 		$384K Sell
1,902
-1,657
-47% -$337K ﹤0.01% 2313
2023
Q2 		$703K Buy
3,559
+1,661
+88% +$314K ﹤0.01% 2100
2023
Q1 		$361K Sell
1,898
-3,201
-63% -$647K ﹤0.01% 2356
2022
Q4 		$976K Sell
5,099
-141
-3% -$25.2K ﹤0.01% 1983
2022
Q3 		$834K Hold
5,240
– – ﹤0.01% 2017
2022
Q2 		$895K Buy
5,240
+723
+16% +$136K ﹤0.01% 2005
2022
Q1 		$1.08M Sell
4,517
-3,019
-40% -$762K ﹤0.01% 1916
2021
Q4 		$2.24M Sell
7,536
-13,189
-64% -$4.1M ﹤0.01% 1738
2021
Q3 		$6.43M Sell
20,725
-3,462
-14% -$1.03M 0.01% 1107
2021
Q2 		$6.72M Sell
24,187
-1,298
-5% -$351K 0.01% 1160
2021
Q1 		$6M Buy
25,485
+10,195
+67% +$2.45M 0.01% 1253
2020
Q4 		$3.31M Buy
15,290
+6,502
+74% +$1.18M 0.01% 1472
2020
Q3 		$1.21M Buy
8,788
+2,300
+35% +$311K ﹤0.01% 1973
2020
Q2 		$746K Buy
6,488
+3,477
+115% +$325K ﹤0.01% 2202
2020
Q1 		$227K Buy
3,011
+395
+15% +$44.6K ﹤0.01% 2499
2019
Q4 		$319K Buy
2,616
+899
+52% +$100K ﹤0.01% 2558
2019
Q3 		$192K Sell
1,717
-2,725
-61% -$293K ﹤0.01% 2625
2019
Q2 		$474K Buy
+4,442
New +$496K ﹤0.01% 2280
2017
Q1 		– Sell
-785
Closed -$93K – 3085
2016
Q4 		$93K Buy
+785
New +$85.7K ﹤0.01% 2892

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

Russell Investments Group's VRTS Position: Q1 2026 in Review

Russell Investments Group reduced its Virtus Investment Partners (VRTS) stake by 39% in Q1 2026, selling an estimated $684K and leaving 7,347 shares worth $987K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Russell Investments Group first reported a position in VRTS in Q4 2016 and has held it in 29 quarters since. The position peaked at $6.72M in Q2 2021. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Russell Investments Group held 7,347 shares of Virtus Investment Partners worth $987K as of Q1 2026.
  • Russell Investments Group sold 4,639 Virtus Investment Partners shares in Q1 2026, an estimated $684K.
  • Virtus Investment Partners made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #2219 holding.
  • Russell Investments Group first reported a position in Virtus Investment Partners in Q4 2016 and has held it in 29 quarters since.
  • Russell Investments Group's Virtus Investment Partners position peaked at $6.72M in Q2 2021.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.