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BostonPremier Wealth’s Vertiv VRT Stock Holding History

BostonPremier 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 		$983K Buy
4,075
+57
+1% +$15.5K 0.4% 21
2026
Q2 		$1.35M Buy
4,018
+190
+5% +$60.3K 0.57% 17
2026
Q1 		$959K Hold
3,828
– – 0.5% 19
2025
Q4 		$620K Buy
3,828
+766
+25% +$133K 0.32% 27
2025
Q3 		$462K Buy
3,062
+971
+46% +$130K 0.23% 34
2025
Q2 		$268K Buy
+2,091
New +$203K 0.15% 50

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

BostonPremier Wealth's VRT Position: Q3 2026 in Review

BostonPremier Wealth increased its Vertiv (VRT) stake by 1.4% in Q3 2026, buying an estimated $15.5K and bringing the position to 4,075 shares worth $983K. The position accounts for 0.4% of the portfolio, ranked #21.

BostonPremier Wealth first reported a position in VRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.35M in Q2 2026. 366 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • BostonPremier Wealth held 4,075 shares of Vertiv worth $983K as of Q3 2026.
  • BostonPremier Wealth bought 57 Vertiv shares in Q3 2026, an estimated $15.5K.
  • Vertiv made up 0.4% of BostonPremier Wealth's portfolio in Q3 2026, its #21 holding.
  • BostonPremier Wealth first reported a position in Vertiv in Q2 2025 and has held it in 6 quarters since.
  • BostonPremier Wealth's Vertiv position peaked at $1.35M in Q2 2026.
  • 366 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.