Rothwell Investment Advisors, LLC’s Vertiv VRT Stock Holding History

Rothwell Investment Advisors, 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	$577K	Buy	+2,391	New	+$651K	0.31%	69

Other funds holding VRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VRT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Vertiv (VRT) in Q3 2026: 2,391 shares worth $577K. The stake represents 0.31% of the portfolio and ranks #69 among its holdings.

1,053 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Rothwell Investment Advisors, LLC held 2,391 shares of Vertiv worth $577K as of Q3 2026.
Vertiv was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Vertiv made up 0.31% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #69 holding.
1,053 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.