Donoghue Forlines’s Vertiv VRT Stock Holding History

Donoghue Forlines’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	–	Sell	-2,419	Closed	-$810K	–	161
2026 Q2	$810K	Buy	+2,419	New	+$767K	0.21%	108
2026 Q1	–	Sell	-12,606	Closed	-$2.04M	–	161
2025 Q4	$2.04M	Buy	+12,606	New	+$2.19M	0.63%	55
2025 Q3	–	Sell	-24,435	Closed	-$3.14M	–	137
2025 Q2	$3.14M	Buy	+24,435	New	+$2.38M	0.89%	11
2025 Q1	–	Sell	-16,980	Closed	-$1.93M	–	148
2024 Q4	$1.93M	Sell	16,980 -6,204	-27%	-$737K	0.65%	50
2024 Q3	$2.31M	Buy	23,184 +3,664	+19%	+$304K	0.66%	28
2024 Q2	$1.69M	Sell	19,520 -8,598	-31%	-$783K	0.48%	39
2024 Q1	$2.3M	Buy	+28,118	New	+$1.77M	0.65%	26
2021 Q4	–	Sell	-22,100	Closed	-$532K	–	303
2021 Q3	$532K	Buy	22,100 +3,655	+20%	+$97.1K	0.1%	179
2021 Q2	$504K	Buy	+18,445	New	+$441K	0.09%	180

Other funds holding VRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Donoghue Forlines's VRT Position: Q3 2026 in Review

Donoghue Forlines sold out of Vertiv (VRT) in Q3 2026, closing a stake of 2,419 shares — an estimated $810K sold.

Donoghue Forlines first reported a position in VRT in Q2 2021 and held it in 9 quarters. The position peaked at $3.14M in Q2 2025. 1,087 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Donoghue Forlines reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
Donoghue Forlines sold 2,419 Vertiv shares in Q3 2026, an estimated $810K.
Donoghue Forlines first reported a position in Vertiv in Q2 2021 and held it in 9 quarters.
Donoghue Forlines's Vertiv position peaked at $3.14M in Q2 2025.
1,087 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.