STACKSTONE WEALTH, LLC’s Vertiv VRT Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$387K	Buy	+1,603	New	+$437K	0.04%	248

Other funds holding VRT

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

STACKSTONE WEALTH, LLC's VRT Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Vertiv (VRT) in Q3 2026: 1,603 shares worth $387K. The stake represents 0.04% of the portfolio and ranks #248 among its holdings.

340 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

STACKSTONE WEALTH, LLC held 1,603 shares of Vertiv worth $387K as of Q3 2026.
Vertiv was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Vertiv made up 0.04% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #248 holding.
340 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.