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Cadent Capital Advisors’s Vertiv VRT Stock Holding History

Cadent Capital 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 		$1.9M Buy
+7,884
New +$2.15M 0.41% 70
2024
Q3 		– Sell
-2,800
Closed -$242K – 166
2024
Q2 		$242K Buy
+2,800
New +$255K 0.1% 122

Other funds holding VRT

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Cadent Capital Advisors's VRT Position: Q3 2026 in Review

Cadent Capital Advisors opened a new position in Vertiv (VRT) in Q3 2026: 7,884 shares worth $1.9M. The stake represents 0.41% of the portfolio and ranks #70 among its holdings. This is a return to the name: Cadent Capital Advisors previously reported a position in VRT as recently as Q2 2024.

Cadent Capital Advisors first reported a position in VRT in Q2 2024 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Cadent Capital Advisors held 7,884 shares of Vertiv worth $1.9M as of Q3 2026.
  • Vertiv was a new Cadent Capital Advisors position in Q3 2026.
  • Vertiv made up 0.41% of Cadent Capital Advisors's portfolio in Q3 2026, its #70 holding.
  • Cadent Capital Advisors first reported a position in Vertiv in Q2 2024 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.