Activest Wealth Management
VRT icon

Activest Wealth Management’s Vertiv VRT Stock Holding History

Activest Wealth Management’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 		$39.6K Buy
164
+61
+59% +$16.6K 0.01% 308
2026
Q2 		$34.5K Sell
103
-1,293
-93% -$410K 0.01% 334
2026
Q1 		$350K Buy
1,396
+629
+82% +$140K 0.06% 104
2025
Q4 		$124K Sell
767
-220
-22% -$38.2K 0.02% 197
2025
Q3 		$149K Buy
987
+928
+1,573% +$124K 0.03% 155
2025
Q2 		$7.58K Buy
59
+55
+1,375% +$5.35K ﹤0.01% 482
2025
Q1 		$289 Sell
4
-87
-96% -$9.26K ﹤0.01% 914
2024
Q4 		$10.3K Buy
91
+63
+225% +$7.48K ﹤0.01% 311
2024
Q3 		$2.79K Buy
+28
New +$2.32K ﹤0.01% 406

Other funds holding VRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Activest Wealth Management's VRT Position: Q3 2026 in Review

Activest Wealth Management increased its Vertiv (VRT) stake by 59% in Q3 2026, buying an estimated $16.6K and bringing the position to 164 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #308.

Activest Wealth Management first reported a position in VRT in Q3 2024 and has held it in 9 quarters since. The position peaked at $350K in Q1 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Activest Wealth Management held 164 shares of Vertiv worth $39.6K as of Q3 2026.
  • Activest Wealth Management bought 61 Vertiv shares in Q3 2026, an estimated $16.6K.
  • Vertiv made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #308 holding.
  • Activest Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 9 quarters since.
  • Activest Wealth Management's Vertiv position peaked at $350K in Q1 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.