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 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 $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

Strategic Wealth Partners's VRTS Position: Q1 2026 in Review

Strategic Wealth Partners held its Virtus Investment Partners (VRTS) position steady in Q1 2026 at 13 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Strategic Wealth Partners first reported a position in VRTS in Q4 2017 and has held it in 12 quarters since. The position peaked at $2.47K in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

Strategic Wealth Partners held 13 shares of Virtus Investment Partners worth $1.75K as of Q1 2026.
Strategic Wealth Partners left its Virtus Investment Partners share count unchanged in Q1 2026.
Virtus Investment Partners made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1179 holding.
Strategic Wealth Partners first reported a position in Virtus Investment Partners in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's Virtus Investment Partners position peaked at $2.47K in Q3 2025.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.