Sachetta’s Virtus Investment Partners VRTS Stock Holding History

Sachetta’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	$3.73K	Buy	+26	New	+$3.67K	﹤0.01%	730

Other funds holding VRTS

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Sachetta's VRTS Position: Q2 2026 in Review

Sachetta opened a new position in Virtus Investment Partners (VRTS) in Q2 2026: 26 shares worth $3.73K. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings.

32 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Sachetta held 26 shares of Virtus Investment Partners worth $3.73K as of Q2 2026.
Virtus Investment Partners was a new Sachetta position in Q2 2026.
Virtus Investment Partners made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #730 holding.
32 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.