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Cypress Asset Management’s Vertiv VRT Stock Holding History

Cypress 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 		$695K Buy
2,881
+901
+46% +$245K 0.14% 84
2026
Q2 		$663K Buy
1,980
+555
+39% +$176K 0.13% 84
2026
Q1 		$357K Hold
1,425
– – 0.08% 93
2025
Q4 		$231K Buy
+1,425
New +$247K 0.05% 101

Other funds holding VRT

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

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

Cypress Asset Management increased its Vertiv (VRT) stake by 46% in Q3 2026, buying an estimated $245K and bringing the position to 2,881 shares worth $695K. The position accounts for 0.14% of the portfolio, ranked #84.

Cypress Asset Management first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Cypress Asset Management held 2,881 shares of Vertiv worth $695K as of Q3 2026.
  • Cypress Asset Management bought 901 Vertiv shares in Q3 2026, an estimated $245K.
  • Vertiv made up 0.14% of Cypress Asset Management's portfolio in Q3 2026, its #84 holding.
  • Cypress Asset Management first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Cypress Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.