Avidian Wealth Enterprises
VRT icon

Avidian Wealth Enterprises’s Vertiv VRT Stock Holding History

Avidian Wealth Enterprises’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 		$463K Buy
1,917
+823
+75% +$224K 0.01% 495
2026
Q2 		$366K Buy
1,094
+25
+2% +$7.93K 0.01% 548
2026
Q1 		$268K Buy
+1,069
New +$237K 0.01% 564

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KBC Group
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New York State Teachers Retirement System (NYSTRS)
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Chicago Capital
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Zevenbergen Capital Investments
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Signature Estate & Investment Advisors
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Wealth Enhancement Advisory Services
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Annex Advisory Services
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Vontobel Holding
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Avidian Wealth Enterprises's VRT Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Vertiv (VRT) stake by 75% in Q3 2026, buying an estimated $224K and bringing the position to 1,917 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #495.

Avidian Wealth Enterprises first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Avidian Wealth Enterprises held 1,917 shares of Vertiv worth $463K as of Q3 2026.
  • Avidian Wealth Enterprises bought 823 Vertiv shares in Q3 2026, an estimated $224K.
  • Vertiv made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #495 holding.
  • Avidian Wealth Enterprises first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.