SJS Investment Consulting’s Virtus Investment Partners VRTS Stock Holding History

SJS Investment Consulting’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	$1.34K	Buy	10 +9	+900%	+$1.33K	﹤0.01%	1375
2025 Q4	$164	Buy	+1	New	+$169	﹤0.01%	1857
2025 Q2	–	Sell	-1	Closed	-$173	–	1668
2025 Q1	$173	Hold	1	–	–	﹤0.01%	1469
2024 Q4	$221	Hold	1	–	–	﹤0.01%	1451
2024 Q3	$210	Hold	1	–	–	﹤0.01%	1501
2024 Q2	$226	Hold	1	–	–	﹤0.01%	1485
2024 Q1	$248	Hold	1	–	–	﹤0.01%	1449
2023 Q4	$242	Hold	1	–	–	﹤0.01%	1428
2023 Q3	$202	Hold	1	–	–	﹤0.01%	1452
2023 Q2	$198	Buy	+1	New	+$189	﹤0.01%	1410
2023 Q1	–	Sell	-1	Closed	-$191	–	1630
2022 Q4	$191	Hold	1	–	–	﹤0.01%	1422
2022 Q3	$0	Buy	+1	New	+$192	﹤0.01%	1582

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SJS Investment Consulting's VRTS Position: Q1 2026 in Review

SJS Investment Consulting increased its Virtus Investment Partners (VRTS) stake by 900% in Q1 2026, buying an estimated $1.33K and bringing the position to 10 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

SJS Investment Consulting first reported a position in VRTS in Q3 2022 and has held it in 12 quarters since. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

SJS Investment Consulting held 10 shares of Virtus Investment Partners worth $1.34K as of Q1 2026.
SJS Investment Consulting bought 9 Virtus Investment Partners shares in Q1 2026, an estimated $1.33K.
Virtus Investment Partners made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2026, its #1375 holding.
SJS Investment Consulting first reported a position in Virtus Investment Partners in Q3 2022 and has held it in 12 quarters since.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.