Aspect Partners’s Vertiv VRT Stock Holding History

Aspect Partners’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	$5.31K	Sell	22 -3	-12%	-$817	﹤0.01%	383
2026 Q2	$8.37K	Sell	25 -12	-32%	-$3.81K	﹤0.01%	318
2026 Q1	$9.27K	Buy	37 +7	+23%	+$1.55K	﹤0.01%	275
2025 Q4	$4.86K	Buy	30 +12	+67%	+$2.08K	﹤0.01%	385
2025 Q3	$2.72K	Buy	18 +12	+200%	+$1.6K	﹤0.01%	501
2025 Q2	$771	Hold	6	–	–	﹤0.01%	542
2025 Q1	$434	Hold	6	–	–	﹤0.01%	555
2024 Q4	$682	Hold	6	–	–	﹤0.01%	541
2024 Q3	$597	Hold	6	–	–	﹤0.01%	507
2024 Q2	$520	Hold	6	–	–	﹤0.01%	528
2024 Q1	$490	Buy	+6	New	+$377	﹤0.01%	519

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

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

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

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Aspect Partners's VRT Position: Q3 2026 in Review

Aspect Partners reduced its Vertiv (VRT) stake by 12% in Q3 2026, selling an estimated $817 and leaving 22 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Aspect Partners first reported a position in VRT in Q1 2024 and has held it in 11 quarters since. The position peaked at $9.27K in Q1 2026. 506 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Aspect Partners held 22 shares of Vertiv worth $5.31K as of Q3 2026.
Aspect Partners sold 3 Vertiv shares in Q3 2026, an estimated $817.
Vertiv made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #383 holding.
Aspect Partners first reported a position in Vertiv in Q1 2024 and has held it in 11 quarters since.
Aspect Partners's Vertiv position peaked at $9.27K in Q1 2026.
506 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.