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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SJS Investment Consulting's VRTS Position: Q2 2026 in Review

SJS Investment Consulting increased its Virtus Investment Partners (VRTS) stake by 270% in Q2 2026, buying an estimated $3.81K and bringing the position to 37 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

SJS Investment Consulting first reported a position in VRTS in Q3 2022 and has held it in 13 quarters since. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

SJS Investment Consulting held 37 shares of Virtus Investment Partners worth $5.31K as of Q2 2026.
SJS Investment Consulting bought 27 Virtus Investment Partners shares in Q2 2026, an estimated $3.81K.
Virtus Investment Partners made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1361 holding.
SJS Investment Consulting first reported a position in Virtus Investment Partners in Q3 2022 and has held it in 13 quarters since.
234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.