Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Virtus Investment Partners VRTS Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$205K Buy
+1,429
New +$202K ﹤0.01% 2029
2026
Q1 		– Sell
-1,416
Closed -$232K – 2147
2025
Q4 		$232K Sell
1,416
-61
-4% -$10.3K ﹤0.01% 1945
2025
Q3 		$281K Buy
1,477
+213
+17% +$41.9K ﹤0.01% 1920
2025
Q2 		$229K Sell
1,264
-4,430
-78% -$737K ﹤0.01% 1905
2025
Q1 		$981K Buy
+5,694
New +$1.09M ﹤0.01% 1468

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's VRTS Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft opened a new position in Virtus Investment Partners (VRTS) in Q2 2026: 1,429 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #2029 among its holdings. This is a return to the name: Universal-Beteiligungs- und Servicegesellschaft previously reported a position in VRTS as recently as Q4 2025.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in VRTS in Q1 2025 and has held it in 5 quarters since. The position peaked at $981K in Q1 2025. 137 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 1,429 shares of Virtus Investment Partners worth $205K as of Q2 2026.
  • Virtus Investment Partners was a new Universal-Beteiligungs- und Servicegesellschaft position in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #2029 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Virtus Investment Partners in Q1 2025 and has held it in 5 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Virtus Investment Partners position peaked at $981K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.