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Twin Peaks Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-10
Closed -$1.34K – 2160
2026
Q1 		$1.34K Buy
+10
New +$1.48K ﹤0.01% 1821
2025
Q3 		– Sell
-8
Closed -$1.55K – 2087
2025
Q2 		$1.55K Buy
+8
New +$1.33K ﹤0.01% 1691

Other funds holding VRTS

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's VRTS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Virtus Investment Partners (VRTS) in Q2 2026, closing a stake of 10 shares — an estimated $1.34K sold.

Twin Peaks Wealth Advisors first reported a position in VRTS in Q2 2025 and held it in 2 quarters. The position peaked at $1.55K in Q2 2025. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Virtus Investment Partners position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 10 Virtus Investment Partners shares in Q2 2026, an estimated $1.34K.
  • Twin Peaks Wealth Advisors first reported a position in Virtus Investment Partners in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Virtus Investment Partners position peaked at $1.55K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.