Clarus Wealth Advisors
VRT icon

Clarus Wealth Advisors’s Vertiv VRT Stock Holding History

Clarus Wealth 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 		$1.96M Buy
8,069
+2,281
+39% +$621K 0.71% 55
2026
Q2 		$1.84M Buy
+5,788
New +$1.84M 0.71% 54

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
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
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Clarus Wealth Advisors's VRT Position: Q3 2026 in Review

Clarus Wealth Advisors increased its Vertiv (VRT) stake by 39% in Q3 2026, buying an estimated $621K and bringing the position to 8,069 shares worth $1.96M. The position accounts for 0.71% of the portfolio, ranked #55.

Clarus Wealth Advisors first reported a position in VRT in Q2 2026 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Clarus Wealth Advisors held 8,069 shares of Vertiv worth $1.96M as of Q3 2026.
  • Clarus Wealth Advisors bought 2,281 Vertiv shares in Q3 2026, an estimated $621K.
  • Vertiv made up 0.71% of Clarus Wealth Advisors's portfolio in Q3 2026, its #55 holding.
  • Clarus Wealth Advisors first reported a position in Vertiv in Q2 2026 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.