Burnham & Co’s Vertiv VRT Stock Holding History

Burnham & Co’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	$2.59M	Buy	+10,724	New	+$2.92M	2.04%	15

Other funds holding VRT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Burnham & Co's VRT Position: Q3 2026 in Review

Burnham & Co opened a new position in Vertiv (VRT) in Q3 2026: 10,724 shares worth $2.59M. The stake represents 2.04% of the portfolio and ranks #15 among its holdings.

1,434 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Burnham & Co held 10,724 shares of Vertiv worth $2.59M as of Q3 2026.
Vertiv was a new Burnham & Co position in Q3 2026.
Vertiv made up 2.04% of Burnham & Co's portfolio in Q3 2026, its #15 holding.
1,434 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Burnham & Co's 13F filing for Q3 2026, filed 12 Nov 2026.