Badgley Phelps Wealth Managers’s Vertiv VRT Stock Holding History

Badgley Phelps Wealth Managers’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	$19.7M	Sell	81,625 -6,231	-7%	-$1.7M	0.34%	75
2026 Q2	$29.4M	Buy	87,856 +6,096	+7%	+$1.93M	0.52%	53
2026 Q1	$20.5M	Buy	81,760 +4,610	+6%	+$1.02M	0.41%	66
2025 Q4	$12.5M	Buy	77,150 +2,394	+3%	+$416K	0.23%	103
2025 Q3	$11.3M	Buy	74,756 +5,243	+8%	+$699K	0.24%	99
2025 Q2	$8.93M	Buy	69,513 +8,313	+14%	+$808K	0.2%	110
2025 Q1	$4.42M	Buy	61,200 +3,485	+6%	+$371K	0.11%	127
2024 Q4	$6.56M	Buy	57,715 +3,493	+6%	+$415K	0.15%	116
2024 Q3	$5.39M	Buy	54,222 +4,318	+9%	+$358K	0.13%	120
2024 Q2	$4.32M	Buy	+49,904	New	+$4.54M	0.11%	119

Other funds holding VRT

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Badgley Phelps Wealth Managers's VRT Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Vertiv (VRT) stake by 7.1% in Q3 2026, selling an estimated $1.7M and leaving 81,625 shares worth $19.7M. The position accounts for 0.34% of the portfolio, ranked #75.

Badgley Phelps Wealth Managers first reported a position in VRT in Q2 2024 and has held it in 10 quarters since. The position peaked at $29.4M in Q2 2026. 866 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Badgley Phelps Wealth Managers held 81,625 shares of Vertiv worth $19.7M as of Q3 2026.
Badgley Phelps Wealth Managers sold 6,231 Vertiv shares in Q3 2026, an estimated $1.7M.
Vertiv made up 0.34% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #75 holding.
Badgley Phelps Wealth Managers first reported a position in Vertiv in Q2 2024 and has held it in 10 quarters since.
Badgley Phelps Wealth Managers's Vertiv position peaked at $29.4M in Q2 2026.
866 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.