Chatterton & Associates
VRT icon

Chatterton & Associates’s Vertiv VRT Stock Holding History

Chatterton & Associates’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 		$241K Buy
+1,000
New +$272K 0.11% 93

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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Chatterton & Associates's VRT Position: Q3 2026 in Review

Chatterton & Associates opened a new position in Vertiv (VRT) in Q3 2026: 1,000 shares worth $241K. The stake represents 0.11% of the portfolio and ranks #93 among its holdings.

1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Chatterton & Associates held 1,000 shares of Vertiv worth $241K as of Q3 2026.
  • Vertiv was a new Chatterton & Associates position in Q3 2026.
  • Vertiv made up 0.11% of Chatterton & Associates's portfolio in Q3 2026, its #93 holding.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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