Ariadne Wealth Management
VRT icon

Ariadne Wealth Management’s Vertiv VRT Stock Holding History

Ariadne 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 		$510K Sell
2,114
-1
-0% -$272 0.22% 113
2026
Q2 		$708K Sell
2,115
-258
-11% -$81.8K 0.31% 84
2026
Q1 		$595K Buy
2,373
+103
+5% +$22.9K 0.27% 84
2025
Q4 		$537K Sell
2,270
-70
-3% -$12.2K 0.22% 96
2025
Q3 		$383K Sell
2,340
-157
-6% -$20.9K 0.17% 128
2025
Q2 		$343K Buy
2,497
+189
+8% +$18.4K 0.16% 133
2025
Q1 		$217K Buy
2,308
+214
+10% +$22.8K 0.11% 192
2024
Q4 		$263K Buy
2,094
+32
+2% +$3.8K 0.12% 172
2024
Q3 		$252K Buy
+2,062
New +$171K 0.14% 157

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Ariadne Wealth Management reduced its Vertiv (VRT) stake by 0.05% in Q3 2026, selling an estimated $272 and leaving 2,114 shares worth $510K. The position accounts for 0.22% of the portfolio, ranked #113.

Ariadne Wealth Management first reported a position in VRT in Q3 2024 and has held it in 9 quarters since. The position peaked at $708K in Q2 2026. 1,235 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Ariadne Wealth Management held 2,114 shares of Vertiv worth $510K as of Q3 2026.
  • Ariadne Wealth Management sold 1 Vertiv share in Q3 2026, an estimated $272.
  • Vertiv made up 0.22% of Ariadne Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Ariadne Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 9 quarters since.
  • Ariadne Wealth Management's Vertiv position peaked at $708K in Q2 2026.
  • 1,235 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.