Beacon Financial Advisory
VRT icon

Beacon Financial Advisory’s Vertiv VRT Stock Holding History

Beacon Financial Advisory’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 		$654K Buy
2,709
+27
+1% +$7.36K 0.12% 201
2026
Q2 		$898K Buy
2,682
+97
+4% +$30.8K 0.18% 151
2026
Q1 		$648K Buy
2,585
+189
+8% +$42K 0.15% 184
2025
Q4 		$388K Buy
2,396
+226
+10% +$39.2K 0.09% 249
2025
Q3 		$327K Buy
2,170
+115
+6% +$15.3K 0.08% 277
2025
Q2 		$264K Buy
+2,055
New +$200K 0.07% 292

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

Beacon Financial Advisory's VRT Position: Q3 2026 in Review

Beacon Financial Advisory increased its Vertiv (VRT) stake by 1% in Q3 2026, buying an estimated $7.36K and bringing the position to 2,709 shares worth $654K. The position accounts for 0.12% of the portfolio, ranked #201.

Beacon Financial Advisory first reported a position in VRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $898K in Q2 2026. 930 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Beacon Financial Advisory held 2,709 shares of Vertiv worth $654K as of Q3 2026.
  • Beacon Financial Advisory bought 27 Vertiv shares in Q3 2026, an estimated $7.36K.
  • Vertiv made up 0.12% of Beacon Financial Advisory's portfolio in Q3 2026, its #201 holding.
  • Beacon Financial Advisory first reported a position in Vertiv in Q2 2025 and has held it in 6 quarters since.
  • Beacon Financial Advisory's Vertiv position peaked at $898K in Q2 2026.
  • 930 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.