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Stephens Consulting’s Virtus Investment Partners VRTS Stock Holding History

Stephens 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
2025
Q3 		– Sell
-5
Closed -$907 – 1152
2025
Q2 		$907 Buy
+5
New +$832 ﹤0.01% 709

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American Century Companies
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Geode Capital Management
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Stephens Consulting's VRTS Position: Q3 2025 in Review

Stephens Consulting sold out of Virtus Investment Partners (VRTS) in Q3 2025, closing a stake of 5 shares — an estimated $907 sold.

Stephens Consulting first reported a position in VRTS in Q2 2025 and held it in 1 quarter. The position peaked at $907 in Q2 2025. 229 funds tracked by Wall St. Rank hold VRTS as of Q3 2025.

  • Stephens Consulting reported no remaining Virtus Investment Partners position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 5 Virtus Investment Partners shares in Q3 2025, an estimated $907.
  • Stephens Consulting first reported a position in Virtus Investment Partners in Q2 2025 and held it in 1 quarter.
  • Stephens Consulting's Virtus Investment Partners position peaked at $907 in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.