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 Q3	$4.63K	Sell	35 -2	-5%	-$313	﹤0.01%	1774
2026 Q2	$5.31K	Buy	37 +27	+270%	+$3.81K	﹤0.01%	1361
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SJS Investment Consulting's VRTS Position: Q3 2026 in Review

SJS Investment Consulting reduced its Virtus Investment Partners (VRTS) stake by 5.4% in Q3 2026, selling an estimated $313 and leaving 35 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

SJS Investment Consulting first reported a position in VRTS in Q3 2022 and has held it in 14 quarters since. The position peaked at $5.31K in Q2 2026. 90 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

SJS Investment Consulting held 35 shares of Virtus Investment Partners worth $4.63K as of Q3 2026.
SJS Investment Consulting sold 2 Virtus Investment Partners shares in Q3 2026, an estimated $313.
Virtus Investment Partners made up ﹤0.01% of SJS Investment Consulting's portfolio in Q3 2026, its #1774 holding.
SJS Investment Consulting first reported a position in Virtus Investment Partners in Q3 2022 and has held it in 14 quarters since.
SJS Investment Consulting's Virtus Investment Partners position peaked at $5.31K in Q2 2026.
90 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.