Beverly Hills Private Wealth
VRT icon

Beverly Hills Private Wealth’s Vertiv VRT Stock Holding History

Beverly Hills Private Wealth’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 		$240K Hold
995
– – 0.04% 231
2026
Q2 		$333K Sell
995
-91
-8% -$28.9K 0.06% 186
2026
Q1 		$272K Buy
+1,086
New +$241K 0.05% 283

Other funds holding VRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Beverly Hills Private Wealth's VRT Position: Q3 2026 in Review

Beverly Hills Private Wealth held its Vertiv (VRT) position steady in Q3 2026 at 995 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #231.

Beverly Hills Private Wealth first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $333K in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Beverly Hills Private Wealth held 995 shares of Vertiv worth $240K as of Q3 2026.
  • Beverly Hills Private Wealth left its Vertiv share count unchanged in Q3 2026.
  • Vertiv made up 0.04% of Beverly Hills Private Wealth's portfolio in Q3 2026, its #231 holding.
  • Beverly Hills Private Wealth first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • Beverly Hills Private Wealth's Vertiv position peaked at $333K in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.