CRA Financial Services
VRT icon

CRA Financial Services’s Vertiv VRT Stock Holding History

CRA Financial Services’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 		$584K Buy
2,420
+77
+3% +$21K 0.06% 181
2026
Q2 		$784K Buy
2,343
+15
+0.6% +$4.76K 0.09% 152
2026
Q1 		$583K Sell
2,328
-22
-0.9% -$4.88K 0.08% 165
2025
Q4 		$381K Sell
2,350
-203
-8% -$35.2K 0.05% 207
2025
Q3 		$385K Buy
2,553
+15
+0.6% +$2K 0.05% 201
2025
Q2 		$326K Buy
+2,538
New +$247K 0.05% 210

Other funds holding VRT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

CRA Financial Services's VRT Position: Q3 2026 in Review

CRA Financial Services increased its Vertiv (VRT) stake by 3.3% in Q3 2026, buying an estimated $21K and bringing the position to 2,420 shares worth $584K. The position accounts for 0.06% of the portfolio, ranked #181.

CRA Financial Services first reported a position in VRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $784K in Q2 2026. 1,390 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • CRA Financial Services held 2,420 shares of Vertiv worth $584K as of Q3 2026.
  • CRA Financial Services bought 77 Vertiv shares in Q3 2026, an estimated $21K.
  • Vertiv made up 0.06% of CRA Financial Services's portfolio in Q3 2026, its #181 holding.
  • CRA Financial Services first reported a position in Vertiv in Q2 2025 and has held it in 6 quarters since.
  • CRA Financial Services's Vertiv position peaked at $784K in Q2 2026.
  • 1,390 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.