Bare Financial Services
VRT icon

Bare Financial Services’s Vertiv VRT Stock Holding History

Bare Financial Services’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 		$6.76K Buy
28
+12
+75% +$3.27K ﹤0.01% 785
2026
Q2 		$5.36K Buy
16
+2
+14% +$634 ﹤0.01% 822
2026
Q1 		$3.51K Buy
14
+3
+27% +$666 ﹤0.01% 792
2025
Q4 		$1.78K Buy
+11
New +$1.91K ﹤0.01% 902

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bare Financial Services's VRT Position: Q3 2026 in Review

Bare Financial Services increased its Vertiv (VRT) stake by 75% in Q3 2026, buying an estimated $3.27K and bringing the position to 28 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Bare Financial Services first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. 1,141 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Bare Financial Services held 28 shares of Vertiv worth $6.76K as of Q3 2026.
  • Bare Financial Services bought 12 Vertiv shares in Q3 2026, an estimated $3.27K.
  • Vertiv made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #785 holding.
  • Bare Financial Services first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • 1,141 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.