Compound Global Advisors
VRT icon

Compound Global Advisors’s Vertiv VRT Stock Holding History

Compound Global 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
-250
Closed -$83.7K – 44
2026
Q2 		$83.7K Buy
+250
New +$79.3K 2.07% 16
2025
Q2 		– Sell
-3,000
Closed -$217K – 38
2025
Q1 		$217K Buy
3,000
+500
+20% +$53.2K 1.28% 34
2024
Q4 		$284K Buy
+2,500
New +$297K 1.16% 35

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
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

Compound Global Advisors's VRT Position: Q3 2026 in Review

Compound Global Advisors sold out of Vertiv (VRT) in Q3 2026, closing a stake of 250 shares — an estimated $83.7K sold.

Compound Global Advisors first reported a position in VRT in Q4 2024 and held it in 3 quarters. The position peaked at $284K in Q4 2024. 366 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Compound Global Advisors reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • Compound Global Advisors sold 250 Vertiv shares in Q3 2026, an estimated $83.7K.
  • Compound Global Advisors first reported a position in Vertiv in Q4 2024 and held it in 3 quarters.
  • Compound Global Advisors's Vertiv position peaked at $284K in Q4 2024.
  • 366 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Compound Global Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.