Armstrong Advisory Group
VRT icon

Armstrong Advisory Group’s Vertiv VRT Stock Holding History

Armstrong Advisory 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 		$151K Sell
627
-151
-19% -$41.1K 0.01% 283
2026
Q2 		$261K Buy
778
+106
+16% +$33.6K 0.02% 216
2026
Q1 		$168K Hold
672
– – 0.01% 258
2025
Q4 		$109K Buy
672
+92
+16% +$16K 0.01% 298
2025
Q3 		$87.5K Buy
580
+60
+12% +$8K 0.01% 327
2025
Q2 		$66.7K Buy
520
+1
+0.2% +$97 0.01% 351
2025
Q1 		$59K Hold
519
– – ﹤0.01% 354
2024
Q4 		$59K Buy
519
+142
+38% +$16.9K ﹤0.01% 354
2024
Q3 		$37.5K Sell
377
-119
-24% -$9.9K ﹤0.01% 408
2024
Q2 		$43K Buy
+496
New +$45.2K ﹤0.01% 376

Other funds holding VRT

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Armstrong Advisory Group's VRT Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Vertiv (VRT) stake by 19% in Q3 2026, selling an estimated $41.1K and leaving 627 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #283.

Armstrong Advisory Group first reported a position in VRT in Q2 2024 and has held it in 10 quarters since. The position peaked at $261K in Q2 2026. 352 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Armstrong Advisory Group held 627 shares of Vertiv worth $151K as of Q3 2026.
  • Armstrong Advisory Group sold 151 Vertiv shares in Q3 2026, an estimated $41.1K.
  • Vertiv made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #283 holding.
  • Armstrong Advisory Group first reported a position in Vertiv in Q2 2024 and has held it in 10 quarters since.
  • Armstrong Advisory Group's Vertiv position peaked at $261K in Q2 2026.
  • 352 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.