DFG
VRT icon

Dupree Financial Group’s Vertiv VRT Stock Holding History

Dupree Financial 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 		– Sell
-6,638
Closed -$2.22M – 90
2026
Q2 		$2.22M Buy
+6,638
New +$2.11M 0.83% 36

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

Dupree Financial Group's VRT Position: Q3 2026 in Review

Dupree Financial Group sold out of Vertiv (VRT) in Q3 2026, closing a stake of 6,638 shares — an estimated $2.22M sold.

Dupree Financial Group first reported a position in VRT in Q2 2026 and held it in 1 quarter. The position peaked at $2.22M in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Dupree Financial Group reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • Dupree Financial Group sold 6,638 Vertiv shares in Q3 2026, an estimated $2.22M.
  • Dupree Financial Group first reported a position in Vertiv in Q2 2026 and held it in 1 quarter.
  • Dupree Financial Group's Vertiv position peaked at $2.22M in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.