Ares Financial Consulting
VRT icon

Ares Financial Consulting’s Vertiv VRT Stock Holding History

Ares Financial Consulting’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 		$14K Sell
58
-11
-16% -$3K 0.01% 488
2026
Q2 		$23.1K Buy
69
+20
+41% +$6.34K 0.02% 383
2026
Q1 		$12.7K Buy
+49
New +$10.9K 0.01% 500

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State Street
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JP Morgan Chase
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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

Ares Financial Consulting's VRT Position: Q3 2026 in Review

Ares Financial Consulting reduced its Vertiv (VRT) stake by 16% in Q3 2026, selling an estimated $3K and leaving 58 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #488.

Ares Financial Consulting first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $23.1K in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Ares Financial Consulting held 58 shares of Vertiv worth $14K as of Q3 2026.
  • Ares Financial Consulting sold 11 Vertiv shares in Q3 2026, an estimated $3K.
  • Vertiv made up 0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #488 holding.
  • Ares Financial Consulting first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • Ares Financial Consulting's Vertiv position peaked at $23.1K in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.