Cyndeo Wealth Partners’s Vertiv VRT Stock Holding History

Cyndeo Wealth Partners’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	$465K	Buy	1,927 +20	+1%	+$5.45K	0.02%	372
2026 Q2	$638K	Sell	1,907 -207	-10%	-$65.7K	0.03%	316
2026 Q1	$530K	Sell	2,114 -181	-8%	-$40.2K	0.03%	313
2025 Q4	$372K	Sell	2,295 -534	-19%	-$92.7K	0.02%	371
2025 Q3	$427K	Buy	2,829 +22	+0.8%	+$2.94K	0.02%	330
2025 Q2	$360K	Buy	+2,807	New	+$273K	0.02%	351
2024 Q3	–	Sell	-37,238	Closed	-$3.22M	–	463
2024 Q2	$3.22M	Sell	37,238 -1,288	-3%	-$117K	0.25%	115
2024 Q1	$3.15M	Buy	38,526 +815	+2%	+$51.2K	0.26%	110
2023 Q4	$1.81M	Sell	37,711 -605	-2%	-$25.8K	0.17%	148
2023 Q3	$1.43M	Buy	+38,316	New	+$1.26M	0.15%	152

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

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

Cyndeo Wealth Partners's VRT Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Vertiv (VRT) stake by 1% in Q3 2026, buying an estimated $5.45K and bringing the position to 1,927 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #372.

Cyndeo Wealth Partners first reported a position in VRT in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.22M in Q2 2024. 619 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Cyndeo Wealth Partners held 1,927 shares of Vertiv worth $465K as of Q3 2026.
Cyndeo Wealth Partners bought 20 Vertiv shares in Q3 2026, an estimated $5.45K.
Vertiv made up 0.02% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #372 holding.
Cyndeo Wealth Partners first reported a position in Vertiv in Q3 2023 and has held it in 10 quarters since.
Cyndeo Wealth Partners's Vertiv position peaked at $3.22M in Q2 2024.
619 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.