Aprio Wealth Management
VRT icon

Aprio Wealth Management’s Vertiv VRT Stock Holding History

Aprio 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 		$455K Buy
1,884
+32
+2% +$8.72K 0.02% 419
2026
Q2 		$620K Sell
1,852
-4
-0.2% -$1.27K 0.03% 333
2026
Q1 		$465K Buy
1,856
+545
+42% +$121K 0.03% 376
2025
Q4 		$212K Buy
+1,311
New +$228K 0.01% 510

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

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

Aprio Wealth Management increased its Vertiv (VRT) stake by 1.7% in Q3 2026, buying an estimated $8.72K and bringing the position to 1,884 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #419.

Aprio Wealth Management first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $620K in Q2 2026. 750 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Aprio Wealth Management held 1,884 shares of Vertiv worth $455K as of Q3 2026.
  • Aprio Wealth Management bought 32 Vertiv shares in Q3 2026, an estimated $8.72K.
  • Vertiv made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #419 holding.
  • Aprio Wealth Management first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Vertiv position peaked at $620K in Q2 2026.
  • 750 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.