Wells Fargo’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $356K | Sell |
2,651
-4,765
| -64% | -$703K | ﹤0.01% | 4335 |
|
|
2025
Q4 | $1.21M | Buy |
7,416
+2,156
| +41% | +$364K | ﹤0.01% | 3828 |
|
|
2025
Q3 | $1,000K | Buy |
5,260
+651
| +14% | +$128K | ﹤0.01% | 3824 |
|
|
2025
Q2 | $836K | Buy |
4,609
+1,113
| +32% | +$185K | ﹤0.01% | 3811 |
|
|
2025
Q1 | $603K | Sell |
3,496
-85
| -2% | -$16.2K | ﹤0.01% | 3964 |
|
|
2024
Q4 | $790K | Sell |
3,581
-968
| -21% | -$220K | ﹤0.01% | 3875 |
|
|
2024
Q3 | $953K | Buy |
4,549
+2,140
| +89% | +$458K | ﹤0.01% | 3574 |
|
|
2024
Q2 | $544K | Sell |
2,409
-79
| -3% | -$18K | ﹤0.01% | 3853 |
|
|
2024
Q1 | $617K | Buy |
2,488
+173
| +7% | +$41K | ﹤0.01% | 3752 |
|
|
2023
Q4 | $560K | Buy |
2,315
+302
| +15% | +$60.3K | ﹤0.01% | 3786 |
|
|
2023
Q3 | $407K | Sell |
2,013
-1,399
| -41% | -$285K | ﹤0.01% | 3909 |
|
|
2023
Q2 | $674K | Buy |
3,412
+717
| +27% | +$136K | ﹤0.01% | 3736 |
|
|
2023
Q1 | $513K | Buy |
2,695
+874
| +48% | +$177K | ﹤0.01% | 3830 |
|
|
2022
Q4 | $349K | Sell |
1,821
-3,173
| -64% | -$567K | ﹤0.01% | 3864 |
|
|
2022
Q3 | $797K | Sell |
4,994
-5,619
| -53% | -$1.08M | ﹤0.01% | 3387 |
|
|
2022
Q2 | $1.81M | Sell |
10,613
-1,767
| -14% | -$334K | ﹤0.01% | 2872 |
|
|
2022
Q1 | $2.97M | Sell |
12,380
-5,586
| -31% | -$1.41M | ﹤0.01% | 2914 |
|
|
2021
Q4 | $5.34M | Buy |
17,966
+1,833
| +11% | +$569K | ﹤0.01% | 2505 |
|
|
2021
Q3 | $5.01M | Buy |
16,133
+3,673
| +29% | +$1.09M | ﹤0.01% | 2826 |
|
|
2021
Q2 | $3.46M | Sell |
12,460
-250
| -2% | -$67.6K | ﹤0.01% | 3207 |
|
|
2021
Q1 | $2.99M | Sell |
12,710
-7,086
| -36% | -$1.7M | ﹤0.01% | 3335 |
|
|
2020
Q4 | $4.29M | Buy |
19,796
+1,324
| +7% | +$241K | ﹤0.01% | 2894 |
|
|
2020
Q3 | $2.56M | Sell |
18,472
-1,637
| -8% | -$222K | ﹤0.01% | 3106 |
|
|
2020
Q2 | $2.34M | Buy |
20,109
+4,984
| +33% | +$467K | ﹤0.01% | 3148 |
|
|
2020
Q1 | $1.15M | Sell |
15,125
-1,689
| -10% | -$191K | ﹤0.01% | 3453 |
|
|
2019
Q4 | $2.05M | Sell |
16,814
-408
| -2% | -$45.5K | ﹤0.01% | 3330 |
|
|
2019
Q3 | $1.9M | Buy |
17,222
+2,561
| +17% | +$275K | ﹤0.01% | 3371 |
|
|
2019
Q2 | $1.57M | Sell |
14,661
-282
| -2% | -$31.5K | ﹤0.01% | 3537 |
|
|
2019
Q1 | $1.46M | Buy |
14,943
+1,571
| +12% | +$149K | ﹤0.01% | 3598 |
|
|
2018
Q4 | $1.06M | Sell |
13,372
-307
| -2% | -$29.8K | ﹤0.01% | 3799 |
|
|
2018
Q3 | $1.56M | Buy |
13,679
+1,543
| +13% | +$196K | ﹤0.01% | 3612 |
|
|
2018
Q2 | $1.55M | Buy |
12,136
+3,109
| +34% | +$385K | ﹤0.01% | 3652 |
|
|
2018
Q1 | $1.12M | Buy |
9,027
+3,492
| +63% | +$442K | ﹤0.01% | 3828 |
|
|
2017
Q4 | $637K | Sell |
5,535
-3,464
| -38% | -$407K | ﹤0.01% | 4217 |
|
|
2017
Q3 | $1.04M | Buy |
8,999
+4,602
| +105% | +$514K | ﹤0.01% | 3826 |
|
|
2017
Q2 | $488K | Buy |
4,397
+21
| +0.5% | +$2.23K | ﹤0.01% | 4232 |
|
|
2017
Q1 | $463K | Sell |
4,376
-1,761
| -29% | -$197K | ﹤0.01% | 4301 |
|
|
2016
Q4 | $724K | Buy |
6,137
+3,720
| +154% | +$406K | ﹤0.01% | 3943 |
|
|
2016
Q3 | $237K | Sell |
2,417
-121,002
| -98% | -$10.6M | ﹤0.01% | 4381 |
|
|
2016
Q2 | $8.78M | Buy |
123,419
+20,618
| +20% | +$1.56M | ﹤0.01% | 1934 |
|
|
2016
Q1 | $8.03M | Sell |
102,801
-265,442
| -72% | -$23.8M | ﹤0.01% | 1974 |
|
|
2015
Q4 | $43.3M | Buy |
368,243
+8,379
| +2% | +$1M | 0.02% | 838 |
|
|
2015
Q3 | $36.2M | Buy |
359,864
+4,628
| +1% | +$533K | 0.02% | 931 |
|
|
2015
Q2 | $47M | Buy |
355,236
+61,017
| +21% | +$7.96M | 0.02% | 844 |
|
|
2015
Q1 | $38.5M | Buy |
294,219
+74,822
| +34% | +$10.6M | 0.02% | 936 |
|
|
2014
Q4 | $37.4M | Buy |
219,397
+169,660
| +341% | +$28.4M | 0.01% | 921 |
|
|
2014
Q3 | $8.64M | Sell |
49,737
-34,765
| -41% | -$7.07M | ﹤0.01% | 1904 |
|
|
2014
Q2 | $17.9M | Sell |
84,502
-29,443
| -26% | -$5.55M | 0.01% | 1372 |
|
|
2014
Q1 | $19.7M | Buy |
113,945
+8,416
| +8% | +$1.55M | 0.01% | 1275 |
|
|
2013
Q4 | $21.1M | Buy |
105,529
+102
| +0.1% | +$19.6K | 0.01% | 1210 |
|
|
2013
Q3 | $17.1M | Buy |
105,427
+79,301
| +304% | +$14.3M | 0.01% | 1288 |
|
|
2013
Q2 | $4.61M | Buy |
+26,126
| New | +$5.41M | ﹤0.01% | 2187 |
|
Other funds holding VRTS
VPM
VCM
Wells Fargo's VRTS Position: Q1 2026 in Review
Wells Fargo reduced its Virtus Investment Partners (VRTS) stake by 64% in Q1 2026, selling an estimated $703K and leaving 2,651 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #4335.
Wells Fargo first reported a position in VRTS in Q2 2013 and has held it in 52 quarters since. The position peaked at $47M in Q2 2015. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.
- Wells Fargo held 2,651 shares of Virtus Investment Partners worth $356K as of Q1 2026.
- Wells Fargo sold 4,765 Virtus Investment Partners shares in Q1 2026, an estimated $703K.
- Virtus Investment Partners made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4335 holding.
- Wells Fargo first reported a position in Virtus Investment Partners in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's Virtus Investment Partners position peaked at $47M in Q2 2015.
- 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.