ZP
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Zimmer Partners's VRTS Position: Q1 2026 in Review

Zimmer Partners increased its Virtus Investment Partners (VRTS) stake by 236% in Q1 2026, buying an estimated $8.72M and bringing the position to 84,121 shares worth $11.3M. The position accounts for 0.27% of the portfolio, ranked #72.

Zimmer Partners first reported a position in VRTS in Q3 2022 and has held it in 4 quarters since. The position peaked at $16.7M in Q4 2022. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Zimmer Partners held 84,121 shares of Virtus Investment Partners worth $11.3M as of Q1 2026.
  • Zimmer Partners bought 59,121 Virtus Investment Partners shares in Q1 2026, an estimated $8.72M.
  • Virtus Investment Partners made up 0.27% of Zimmer Partners's portfolio in Q1 2026, its #72 holding.
  • Zimmer Partners first reported a position in Virtus Investment Partners in Q3 2022 and has held it in 4 quarters since.
  • Zimmer Partners's Virtus Investment Partners position peaked at $16.7M in Q4 2022.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.