David J. Yvars Group’s Vertiv VRT Stock Holding History

David J. Yvars 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	$294K	Buy	+1,220	New	+$332K	0.14%	77

Other funds holding VRT

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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

David J. Yvars Group's VRT Position: Q3 2026 in Review

David J. Yvars Group opened a new position in Vertiv (VRT) in Q3 2026: 1,220 shares worth $294K. The stake represents 0.14% of the portfolio and ranks #77 among its holdings.

290 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

David J. Yvars Group held 1,220 shares of Vertiv worth $294K as of Q3 2026.
Vertiv was a new David J. Yvars Group position in Q3 2026.
Vertiv made up 0.14% of David J. Yvars Group's portfolio in Q3 2026, its #77 holding.
290 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.