Allen Capital Group’s Vertiv VRT Stock Holding History

Allen Capital Group’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	–	Sell	-697	Closed	-$233K	–	337
2026 Q2	$233K	Buy	+697	New	+$221K	0.02%	277

Other funds holding VRT

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

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

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

Allen Capital Group's VRT Position: Q3 2026 in Review

Allen Capital Group sold out of Vertiv (VRT) in Q3 2026, closing a stake of 697 shares — an estimated $233K sold.

Allen Capital Group first reported a position in VRT in Q2 2026 and held it in 1 quarter. The position peaked at $233K in Q2 2026. 671 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Allen Capital Group reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
Allen Capital Group sold 697 Vertiv shares in Q3 2026, an estimated $233K.
Allen Capital Group first reported a position in Vertiv in Q2 2026 and held it in 1 quarter.
Allen Capital Group's Vertiv position peaked at $233K in Q2 2026.
671 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.