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Tortoise Investment Management’s Virtus Investment Partners VRTS Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-7
Closed -$1.33K – 1422
2025
Q3 		$1.33K Buy
7
+1
+17% +$197 ﹤0.01% 980
2025
Q2 		$1.09K Buy
+6
New +$998 ﹤0.01% 946

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Charles Schwab
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Dimensional Fund Advisors
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Victory Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tortoise Investment Management's VRTS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Virtus Investment Partners (VRTS) in Q4 2025, closing a stake of 7 shares — an estimated $1.33K sold.

Tortoise Investment Management first reported a position in VRTS in Q2 2025 and held it in 2 quarters. The position peaked at $1.33K in Q3 2025. 235 funds tracked by Wall St. Rank hold VRTS as of Q4 2025.

  • Tortoise Investment Management reported no remaining Virtus Investment Partners position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 7 Virtus Investment Partners shares in Q4 2025, an estimated $1.33K.
  • Tortoise Investment Management first reported a position in Virtus Investment Partners in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Virtus Investment Partners position peaked at $1.33K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.