BFS
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Burkett Financial Services’s Vertiv VRT Stock Holding History

Burkett Financial 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 		$35K Buy
+145
New +$39.5K 0.01% 188

Other funds holding VRT

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Burkett Financial Services's VRT Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Vertiv (VRT) in Q3 2026: 145 shares worth $35K. The stake represents 0.01% of the portfolio and ranks #188 among its holdings.

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

  • Burkett Financial Services held 145 shares of Vertiv worth $35K as of Q3 2026.
  • Vertiv was a new Burkett Financial Services position in Q3 2026.
  • Vertiv made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #188 holding.
  • 12 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.