Balance Wealth
VRT icon

Balance Wealth’s Vertiv VRT Stock Holding History

Balance Wealth’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 		$559K Hold
2,315
– – 0.13% 86
2026
Q2 		$775K Buy
2,315
+166
+8% +$52.6K 0.21% 68
2026
Q1 		$539K Buy
2,149
+60
+3% +$13.3K 0.17% 83
2025
Q4 		$338K Buy
2,089
+57
+3% +$9.9K 0.11% 109
2025
Q3 		$307K Buy
+2,032
New +$271K 0.08% 110

Other funds holding VRT

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
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
Locust Wood Capital Advisers
Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Balance Wealth's VRT Position: Q3 2026 in Review

Balance Wealth held its Vertiv (VRT) position steady in Q3 2026 at 2,315 shares worth $559K. The position accounts for 0.13% of the portfolio, ranked #86.

Balance Wealth first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $775K in Q2 2026. 930 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Balance Wealth held 2,315 shares of Vertiv worth $559K as of Q3 2026.
  • Balance Wealth left its Vertiv share count unchanged in Q3 2026.
  • Vertiv made up 0.13% of Balance Wealth's portfolio in Q3 2026, its #86 holding.
  • Balance Wealth first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • Balance Wealth's Vertiv position peaked at $775K in Q2 2026.
  • 930 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.