Congress Asset Management’s Vertiv VRT Stock Holding History

Congress Asset Management’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	$1.21M	Hold	5,000	–	–	0.01%	317
2026 Q2	$1.67M	Sell	5,000 -2,800	-36%	-$888K	0.01%	291
2026 Q1	$1.95M	Hold	7,800	–	–	0.01%	305
2025 Q4	$1.26M	Hold	7,800	–	–	0.01%	301
2025 Q3	$1.18M	Sell	7,800 -874	-10%	-$117K	0.01%	308
2025 Q2	$1.11M	Sell	8,674 -48	-0.6%	-$4.67K	0.01%	313
2025 Q1	$630K	Sell	8,722 -278	-3%	-$29.6K	﹤0.01%	323
2024 Q4	$1.02M	Hold	9,000	–	–	0.01%	314
2024 Q3	$895K	Hold	9,000	–	–	0.01%	306
2024 Q2	$779K	Hold	9,000	–	–	0.01%	308
2024 Q1	$735K	Hold	9,000	–	–	0.01%	310
2023 Q4	$432K	Hold	9,000	–	–	﹤0.01%	345
2023 Q3	$335K	Buy	+9,000	New	+$297K	﹤0.01%	353

Other funds holding VRT

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

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

Congress Asset Management's VRT Position: Q3 2026 in Review

Congress Asset Management held its Vertiv (VRT) position steady in Q3 2026 at 5,000 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #317.

Congress Asset Management first reported a position in VRT in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.95M in Q1 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Congress Asset Management held 5,000 shares of Vertiv worth $1.21M as of Q3 2026.
Congress Asset Management left its Vertiv share count unchanged in Q3 2026.
Vertiv made up 0.01% of Congress Asset Management's portfolio in Q3 2026, its #317 holding.
Congress Asset Management first reported a position in Vertiv in Q3 2023 and has held it in 13 quarters since.
Congress Asset Management's Vertiv position peaked at $1.95M in Q1 2026.
84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.