Bluesphere Advisors’s Vertiv VRT Stock Holding History

Bluesphere Advisors’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	$605K	Hold	2,506	–	–	0.19%	60
2026 Q2	$839K	Sell	2,506 -303	-11%	-$96.1K	0.26%	50
2026 Q1	$704K	Sell	2,809 -240	-8%	-$53.3K	0.25%	51
2025 Q4	$494K	Buy	3,049 +240	+9%	+$41.7K	0.22%	57
2025 Q3	$424K	Hold	2,809	–	–	0.19%	65
2025 Q2	$361K	Hold	2,809	–	–	0.18%	69
2025 Q1	$203K	Sell	2,809 -1,482	-35%	-$158K	0.12%	85
2024 Q4	$488K	Buy	4,291 +1,482	+53%	+$176K	0.24%	55
2024 Q3	$279K	Buy	+2,809	New	+$233K	0.14%	86

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Bluesphere Advisors's VRT Position: Q3 2026 in Review

Bluesphere Advisors held its Vertiv (VRT) position steady in Q3 2026 at 2,506 shares worth $605K. The position accounts for 0.19% of the portfolio, ranked #60.

Bluesphere Advisors first reported a position in VRT in Q3 2024 and has held it in 9 quarters since. The position peaked at $839K in Q2 2026. 430 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Bluesphere Advisors held 2,506 shares of Vertiv worth $605K as of Q3 2026.
Bluesphere Advisors left its Vertiv share count unchanged in Q3 2026.
Vertiv made up 0.19% of Bluesphere Advisors's portfolio in Q3 2026, its #60 holding.
Bluesphere Advisors first reported a position in Vertiv in Q3 2024 and has held it in 9 quarters since.
Bluesphere Advisors's Vertiv position peaked at $839K in Q2 2026.
430 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.