CX Institutional
VRT icon

CX Institutional’s Vertiv VRT Stock Holding History

CX Institutional’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 		$127K Buy
527
+465
+750% +$127K ﹤0.01% 830
2026
Q2 		$21K Buy
62
+11
+22% +$3.49K ﹤0.01% 1173
2026
Q1 		$13K Sell
51
-10
-16% -$2.22K ﹤0.01% 1236
2025
Q4 		$10K Sell
61
-4
-6% -$694 ﹤0.01% 1197
2025
Q3 		$10K Buy
65
+14
+27% +$1.87K ﹤0.01% 1198
2025
Q2 		$7K Hold
51
– – ﹤0.01% 1086
2025
Q1 		$4K Buy
+51
New +$5.43K ﹤0.01% 1096

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

CX Institutional's VRT Position: Q3 2026 in Review

CX Institutional increased its Vertiv (VRT) stake by 750% in Q3 2026, buying an estimated $127K and bringing the position to 527 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

CX Institutional first reported a position in VRT in Q1 2025 and has held it in 7 quarters since. 506 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • CX Institutional held 527 shares of Vertiv worth $127K as of Q3 2026.
  • CX Institutional bought 465 Vertiv shares in Q3 2026, an estimated $127K.
  • Vertiv made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #830 holding.
  • CX Institutional first reported a position in Vertiv in Q1 2025 and has held it in 7 quarters since.
  • 506 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.