DiNuzzo Private Wealth
VRT icon

DiNuzzo Private Wealth’s Vertiv VRT Stock Holding History

DiNuzzo Private Wealth’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 		$7.48K Sell
31
-3
-9% -$817 ﹤0.01% 341
2026
Q2 		$11.4K Buy
34
+2
+6% +$634 ﹤0.01% 267
2026
Q1 		$8.02K Sell
32
-11
-26% -$2.44K ﹤0.01% 303
2025
Q4 		$6.97K Sell
43
-224
-84% -$38.9K ﹤0.01% 326
2025
Q3 		$34.1K Buy
267
+3
+1% +$400 ﹤0.01% 145
2025
Q2 		$33.9K Buy
264
+234
+780% +$22.8K ﹤0.01% 147
2025
Q1 		$2.17K Sell
30
-3
-9% -$319 ﹤0.01% 570
2024
Q4 		$3.75K Buy
33
+5
+18% +$594 ﹤0.01% 414
2024
Q3 		$2.79K Hold
28
– – ﹤0.01% 501
2024
Q2 		$2.42K Buy
28
+8
+40% +$728 ﹤0.01% 450
2024
Q1 		$1.63K Hold
20
– – ﹤0.01% 549
2023
Q4 		$961 Buy
+20
New +$852 ﹤0.01% 719

Other funds holding VRT

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

DiNuzzo Private Wealth's VRT Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Vertiv (VRT) stake by 8.8% in Q3 2026, selling an estimated $817 and leaving 31 shares worth $7.48K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

DiNuzzo Private Wealth first reported a position in VRT in Q4 2023 and has held it in 12 quarters since. The position peaked at $34.1K in Q3 2025. 314 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • DiNuzzo Private Wealth held 31 shares of Vertiv worth $7.48K as of Q3 2026.
  • DiNuzzo Private Wealth sold 3 Vertiv shares in Q3 2026, an estimated $817.
  • Vertiv made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #341 holding.
  • DiNuzzo Private Wealth first reported a position in Vertiv in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Vertiv position peaked at $34.1K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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