Aaron Wealth Advisors
VRT icon

Aaron Wealth Advisors’s Vertiv VRT Stock Holding History

Aaron Wealth Advisors’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 		$370K Sell
1,532
-927
-38% -$253K 0.02% 517
2026
Q2 		$823K Sell
2,459
-699
-22% -$222K 0.04% 296
2026
Q1 		$791K Buy
3,158
+660
+26% +$147K 0.04% 278
2025
Q4 		$405K Sell
2,498
-482
-16% -$83.7K 0.02% 494
2025
Q3 		$450K Sell
2,980
-393
-12% -$52.4K 0.03% 435
2025
Q2 		$433K Sell
3,373
-27
-0.8% -$2.63K 0.04% 276
2025
Q1 		$245K Sell
3,400
-288
-8% -$30.7K 0.03% 383
2024
Q4 		$419K Sell
3,688
-148
-4% -$17.6K 0.05% 239
2024
Q3 		$382K Buy
3,836
+1,331
+53% +$110K 0.05% 243
2024
Q2 		$217K Sell
2,505
-67
-3% -$6.1K 0.03% 300
2024
Q1 		$210K Buy
+2,572
New +$162K 0.03% 286

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Aaron Wealth Advisors's VRT Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Vertiv (VRT) stake by 38% in Q3 2026, selling an estimated $253K and leaving 1,532 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #517.

Aaron Wealth Advisors first reported a position in VRT in Q1 2024 and has held it in 11 quarters since. The position peaked at $823K in Q2 2026. 506 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Aaron Wealth Advisors held 1,532 shares of Vertiv worth $370K as of Q3 2026.
  • Aaron Wealth Advisors sold 927 Vertiv shares in Q3 2026, an estimated $253K.
  • Vertiv made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #517 holding.
  • Aaron Wealth Advisors first reported a position in Vertiv in Q1 2024 and has held it in 11 quarters since.
  • Aaron Wealth Advisors's Vertiv position peaked at $823K in Q2 2026.
  • 506 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.