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Beacon Investment Advisory Services’s Vertiv VRT Stock Holding History

Beacon Investment Advisory 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 		– Sell
-4
Closed -$1.34K – 860
2026
Q2 		$1.34K Buy
+4
New +$1.27K ﹤0.01% 772

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Beacon Investment Advisory Services's VRT Position: Q3 2026 in Review

Beacon Investment Advisory Services sold out of Vertiv (VRT) in Q3 2026, closing a stake of 4 shares — an estimated $1.34K sold.

Beacon Investment Advisory Services first reported a position in VRT in Q2 2026 and held it in 1 quarter. The position peaked at $1.34K in Q2 2026. 190 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Beacon Investment Advisory Services reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 4 Vertiv shares in Q3 2026, an estimated $1.34K.
  • Beacon Investment Advisory Services first reported a position in Vertiv in Q2 2026 and held it in 1 quarter.
  • Beacon Investment Advisory Services's Vertiv position peaked at $1.34K in Q2 2026.
  • 190 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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