Cedar Mountain Advisors
VRT icon

Cedar Mountain Advisors’s Vertiv VRT Stock Holding History

Cedar Mountain 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 		$9.41K Buy
39
+25
+179% +$6.81K ﹤0.01% 473
2026
Q2 		$4.69K Buy
14
+2
+17% +$634 ﹤0.01% 707
2026
Q1 		$3.01K Hold
12
– – ﹤0.01% 776
2025
Q4 		$1.94K Hold
12
– – ﹤0.01% 404
2025
Q3 		$1.81K Buy
+12
New +$1.6K ﹤0.01% 433

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Zevenbergen Capital Investments
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Signature Estate & Investment Advisors
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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

Cedar Mountain Advisors's VRT Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Vertiv (VRT) stake by 179% in Q3 2026, buying an estimated $6.81K and bringing the position to 39 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Cedar Mountain Advisors first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Cedar Mountain Advisors held 39 shares of Vertiv worth $9.41K as of Q3 2026.
  • Cedar Mountain Advisors bought 25 Vertiv shares in Q3 2026, an estimated $6.81K.
  • Vertiv made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #473 holding.
  • Cedar Mountain Advisors first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • 370 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.