CWA
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CogentBlue Wealth Advisors’s Vertiv VRT Stock Holding History

CogentBlue 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 		– Sell
-642
Closed -$215K – 100
2026
Q2 		$215K Buy
+642
New +$204K 0.12% 93

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

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

CogentBlue Wealth Advisors sold out of Vertiv (VRT) in Q3 2026, closing a stake of 642 shares — an estimated $215K sold.

CogentBlue Wealth Advisors first reported a position in VRT in Q2 2026 and held it in 1 quarter. The position peaked at $215K in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • CogentBlue Wealth Advisors reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 642 Vertiv shares in Q3 2026, an estimated $215K.
  • CogentBlue Wealth Advisors first reported a position in Vertiv in Q2 2026 and held it in 1 quarter.
  • CogentBlue Wealth Advisors's Vertiv position peaked at $215K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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