Align Financial’s Vertiv VRT Stock Holding History

Align Financial’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	$724	Buy	+3	New	+$817	﹤0.01%	435

Other funds holding VRT

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

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

Align Financial's VRT Position: Q3 2026 in Review

Align Financial opened a new position in Vertiv (VRT) in Q3 2026: 3 shares worth $724. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings.

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

Align Financial held 3 shares of Vertiv worth $724 as of Q3 2026.
Vertiv was a new Align Financial position in Q3 2026.
Vertiv made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #435 holding.
383 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.