ZIM
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Zacks Investment Management’s Virtus Investment Partners VRTS Stock Holding History

Zacks 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
-2,841
Closed -$540K – 840
2025
Q3 		$540K Buy
+2,841
New +$559K ﹤0.01% 479
2025
Q1 		– Sell
-14,165
Closed -$3.12M – 768
2024
Q4 		$3.12M Buy
+14,165
New +$3.22M 0.03% 280
2022
Q1 		– Sell
-1,568
Closed -$466K – 671
2021
Q4 		$466K Sell
1,568
-9,905
-86% -$3.08M 0.01% 479
2021
Q3 		$3.56M Sell
11,473
-333
-3% -$98.9K 0.06% 217
2021
Q2 		$3.28M Sell
11,806
-716
-6% -$194K 0.05% 227
2021
Q1 		$2.95M Sell
12,522
-7
-0.1% -$1.68K 0.05% 222
2020
Q4 		$2.72M Buy
12,529
+174
+1% +$31.6K 0.05% 207
2020
Q3 		$1.71M Buy
12,355
+2,846
+30% +$385K 0.03% 244
2020
Q2 		$1.11M Sell
9,509
-898
-9% -$84.1K 0.02% 284
2020
Q1 		$792K Buy
+10,407
New +$1.17M 0.02% 334
2013
Q3 		– Sell
-2,168
Closed -$382K – 684
2013
Q2 		$382K Buy
+2,168
New +$449K 0.02% 407

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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

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

Zacks Investment Management sold out of Virtus Investment Partners (VRTS) in Q4 2025, closing a stake of 2,841 shares — an estimated $540K sold.

Zacks Investment Management first reported a position in VRTS in Q2 2013 and held it in 11 quarters. The position peaked at $3.56M in Q3 2021. 235 funds tracked by Wall St. Rank hold VRTS as of Q4 2025.

  • Zacks Investment Management reported no remaining Virtus Investment Partners position as of Q4 2025 after selling out during the quarter.
  • Zacks Investment Management sold 2,841 Virtus Investment Partners shares in Q4 2025, an estimated $540K.
  • Zacks Investment Management first reported a position in Virtus Investment Partners in Q2 2013 and held it in 11 quarters.
  • Zacks Investment Management's Virtus Investment Partners position peaked at $3.56M in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.