Atticus Wealth Management
VRT icon

Atticus Wealth Management’s Vertiv VRT Stock Holding History

Atticus 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 		$689K Buy
2,854
+25
+0.9% +$6.81K 0.15% 84
2026
Q2 		$947K Sell
2,829
-16
-0.6% -$5.07K 0.23% 70
2026
Q1 		$713K Sell
2,845
-84
-3% -$18.6K 0.19% 83
2025
Q4 		$475K Buy
2,929
+105
+4% +$18.2K 0.12% 107
2025
Q3 		$426K Sell
2,824
-17
-0.6% -$2.27K 0.11% 122
2025
Q2 		$365K Buy
2,841
+992
+54% +$96.5K 0.1% 110
2025
Q1 		$133K Buy
1,849
+407
+28% +$43.3K 0.04% 139
2024
Q4 		$164K Buy
1,442
+439
+44% +$52.1K 0.05% 130
2024
Q3 		$100K Buy
1,003
+27
+3% +$2.24K 0.03% 170
2024
Q2 		$84.5K Buy
976
+644
+194% +$58.6K 0.03% 181
2024
Q1 		$27.1K Buy
+332
New +$20.9K 0.01% 297

Other funds holding VRT

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Atticus Wealth Management increased its Vertiv (VRT) stake by 0.88% in Q3 2026, buying an estimated $6.81K and bringing the position to 2,854 shares worth $689K. The position accounts for 0.15% of the portfolio, ranked #84.

Atticus Wealth Management first reported a position in VRT in Q1 2024 and has held it in 11 quarters since. The position peaked at $947K in Q2 2026. 968 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Atticus Wealth Management held 2,854 shares of Vertiv worth $689K as of Q3 2026.
  • Atticus Wealth Management bought 25 Vertiv shares in Q3 2026, an estimated $6.81K.
  • Vertiv made up 0.15% of Atticus Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Atticus Wealth Management first reported a position in Vertiv in Q1 2024 and has held it in 11 quarters since.
  • Atticus Wealth Management's Vertiv position peaked at $947K in Q2 2026.
  • 968 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.