Strategic Wealth Partners’s Virtus Investment Partners VRTS Stock Holding History

Strategic Wealth Partners’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	$287	Sell	2 -11	-85%	-$1.55K	﹤0.01%	1360
2026 Q1	$1.75K	Hold	13	–	–	﹤0.01%	1179
2025 Q4	$2.12K	Hold	13	–	–	﹤0.01%	1193
2025 Q3	$2.47K	Hold	13	–	–	﹤0.01%	1151
2025 Q2	$2.36K	Buy	+13	New	+$2.16K	﹤0.01%	995
2019 Q4	–	Sell	-2	Closed	–	–	502
2019 Q3	$0	Hold	2	–	–	﹤0.01%	775
2019 Q2	$0	Hold	2	–	–	﹤0.01%	827
2019 Q1	$0	Hold	2	–	–	﹤0.01%	819
2018 Q4	$0	Hold	2	–	–	﹤0.01%	716
2018 Q3	$0	Hold	2	–	–	﹤0.01%	703
2018 Q2	$0	Hold	2	–	–	﹤0.01%	838
2018 Q1	$0	Hold	2	–	–	﹤0.01%	828
2017 Q4	$1K	Buy	+2	New	+$235	﹤0.01%	730

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

Strategic Wealth Partners's VRTS Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Virtus Investment Partners (VRTS) stake by 85% in Q2 2026, selling an estimated $1.55K and leaving 2 shares worth $287. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Strategic Wealth Partners first reported a position in VRTS in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.47K in Q3 2025. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Strategic Wealth Partners held 2 shares of Virtus Investment Partners worth $287 as of Q2 2026.
Strategic Wealth Partners sold 11 Virtus Investment Partners shares in Q2 2026, an estimated $1.55K.
Virtus Investment Partners made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1360 holding.
Strategic Wealth Partners first reported a position in Virtus Investment Partners in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's Virtus Investment Partners position peaked at $2.47K in Q3 2025.
234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.