Balboa Wealth Partners’s Vertiv VRT Stock Holding History

Balboa Wealth 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	$4.79M	Sell	19,830 -34	-0.2%	-$9.26K	0.64%	30
2026 Q2	$6.65M	Sell	19,864 -1,132	-5%	-$359K	0.91%	25
2026 Q1	$5.26M	Sell	20,996 -1,399	-6%	-$311K	0.88%	28
2025 Q4	$3.63M	Sell	22,395 -6,353	-22%	-$1.1M	0.6%	30
2025 Q3	$4.34M	Sell	28,748 -2,234	-7%	-$298K	0.75%	27
2025 Q2	$3.98M	Buy	30,982 +1,574	+5%	+$153K	0.8%	24
2025 Q1	$2.12M	Buy	29,408 +12,001	+69%	+$1.28M	0.51%	36
2024 Q4	$1.98M	Buy	17,407 +2,959	+20%	+$351K	0.45%	40
2024 Q3	$1.44M	Buy	14,448 +4,415	+44%	+$366K	0.36%	51
2024 Q2	$869K	Buy	+10,033	New	+$913K	0.23%	81

Other funds holding VRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

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

Balboa Wealth Partners's VRT Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Vertiv (VRT) stake by 0.17% in Q3 2026, selling an estimated $9.26K and leaving 19,830 shares worth $4.79M. The position accounts for 0.64% of the portfolio, ranked #30.

Balboa Wealth Partners first reported a position in VRT in Q2 2024 and has held it in 10 quarters since. The position peaked at $6.65M in Q2 2026. 1,053 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Balboa Wealth Partners held 19,830 shares of Vertiv worth $4.79M as of Q3 2026.
Balboa Wealth Partners sold 34 Vertiv shares in Q3 2026, an estimated $9.26K.
Vertiv made up 0.64% of Balboa Wealth Partners's portfolio in Q3 2026, its #30 holding.
Balboa Wealth Partners first reported a position in Vertiv in Q2 2024 and has held it in 10 quarters since.
Balboa Wealth Partners's Vertiv position peaked at $6.65M in Q2 2026.
1,053 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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