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Coastline Trust’s Vertiv VRT Stock Holding History

Coastline Trust’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 		$9.65K Hold
40
– – ﹤0.01% 320
2026
Q2 		$13.4K Hold
40
– – ﹤0.01% 349
2026
Q1 		$10K Buy
+40
New +$8.88K ﹤0.01% 361

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

Coastline Trust's VRT Position: Q3 2026 in Review

Coastline Trust held its Vertiv (VRT) position steady in Q3 2026 at 40 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Coastline Trust first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $13.4K in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Coastline Trust held 40 shares of Vertiv worth $9.65K as of Q3 2026.
  • Coastline Trust left its Vertiv share count unchanged in Q3 2026.
  • Vertiv made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #320 holding.
  • Coastline Trust first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • Coastline Trust's Vertiv position peaked at $13.4K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.