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Zimmer Partners’s Virtus Investment Partners VRTS Stock Holding History

Zimmer Partners’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 		$7.28M Sell
50,708
-33,413
-40% -$4.72M 0.17% 87
2026
Q1 		$11.3M Buy
84,121
+59,121
+236% +$8.72M 0.27% 72
2025
Q4 		$4.08M Buy
+25,000
New +$4.22M 0.11% 85
2023
Q1 		– Sell
-87,480
Closed -$16.7M – 122
2022
Q4 		$16.7M Buy
87,480
+39,980
+84% +$7.15M 0.34% 54
2022
Q3 		$7.58M Buy
+47,500
New +$9.11M 0.16% 60

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Zimmer Partners's VRTS Position: Q2 2026 in Review

Zimmer Partners reduced its Virtus Investment Partners (VRTS) stake by 40% in Q2 2026, selling an estimated $4.72M and leaving 50,708 shares worth $7.28M. The position accounts for 0.17% of the portfolio, ranked #87.

Zimmer Partners first reported a position in VRTS in Q3 2022 and has held it in 5 quarters since. The position peaked at $16.7M in Q4 2022. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Zimmer Partners held 50,708 shares of Virtus Investment Partners worth $7.28M as of Q2 2026.
  • Zimmer Partners sold 33,413 Virtus Investment Partners shares in Q2 2026, an estimated $4.72M.
  • Virtus Investment Partners made up 0.17% of Zimmer Partners's portfolio in Q2 2026, its #87 holding.
  • Zimmer Partners first reported a position in Virtus Investment Partners in Q3 2022 and has held it in 5 quarters since.
  • Zimmer Partners's Virtus Investment Partners position peaked at $16.7M in Q4 2022.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.