Bell Asset Management’s Vertiv VRT Stock Holding History

Bell Asset Management’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	$2.67M	Buy	+11,047	New	+$3.01M	0.96%	38

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Bell Asset Management's VRT Position: Q3 2026 in Review

Bell Asset Management opened a new position in Vertiv (VRT) in Q3 2026: 11,047 shares worth $2.67M. The stake represents 0.96% of the portfolio and ranks #38 among its holdings.

506 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Bell Asset Management held 11,047 shares of Vertiv worth $2.67M as of Q3 2026.
Vertiv was a new Bell Asset Management position in Q3 2026.
Vertiv made up 0.96% of Bell Asset Management's portfolio in Q3 2026, its #38 holding.
506 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Bell Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.