Cooper Financial Group
VRT icon

Cooper Financial Group’s Vertiv VRT Stock Holding History

Cooper Financial Group’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 		$272K Sell
1,128
-403
-26% -$110K 0.02% 371
2026
Q2 		$513K Buy
+1,531
New +$486K 0.04% 261

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DekaBank Deutsche Girozentrale
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KBC Group
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New York State Teachers Retirement System (NYSTRS)
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UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Chicago Capital
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Zevenbergen Capital Investments
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Cooper Financial Group's VRT Position: Q3 2026 in Review

Cooper Financial Group reduced its Vertiv (VRT) stake by 26% in Q3 2026, selling an estimated $110K and leaving 1,128 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #371.

Cooper Financial Group first reported a position in VRT in Q2 2026 and has held it in 2 quarters since. The position peaked at $513K in Q2 2026. 610 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Cooper Financial Group held 1,128 shares of Vertiv worth $272K as of Q3 2026.
  • Cooper Financial Group sold 403 Vertiv shares in Q3 2026, an estimated $110K.
  • Vertiv made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #371 holding.
  • Cooper Financial Group first reported a position in Vertiv in Q2 2026 and has held it in 2 quarters since.
  • Cooper Financial Group's Vertiv position peaked at $513K in Q2 2026.
  • 610 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.