Dynamic Advisor Solutions’s Vertiv VRT Stock Holding History

Dynamic Advisor Solutions’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	$1.72M	Buy	7,109 +223	+3%	+$60.8K	0.05%	350
2026 Q2	$2.31M	Sell	6,886 -995	-13%	-$316K	0.07%	301
2026 Q1	$1.97M	Buy	7,881 +348	+5%	+$77.3K	0.06%	317
2025 Q4	$1.22M	Sell	7,533 -1,881	-20%	-$327K	0.04%	411
2025 Q3	$1.42M	Buy	9,414 +1,433	+18%	+$191K	0.04%	393
2025 Q2	$1.02M	Buy	7,981 +809	+11%	+$78.7K	0.03%	450
2025 Q1	$518K	Buy	+7,172	New	+$763K	0.02%	575
2024 Q4	–	Sell	-4,379	Closed	-$436K	–	900
2024 Q3	$436K	Buy	+4,379	New	+$363K	0.01%	647

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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Dynamic Advisor Solutions's VRT Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Vertiv (VRT) stake by 3.2% in Q3 2026, buying an estimated $60.8K and bringing the position to 7,109 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #350.

Dynamic Advisor Solutions first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.31M in Q2 2026. 343 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Dynamic Advisor Solutions held 7,109 shares of Vertiv worth $1.72M as of Q3 2026.
Dynamic Advisor Solutions bought 223 Vertiv shares in Q3 2026, an estimated $60.8K.
Vertiv made up 0.05% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #350 holding.
Dynamic Advisor Solutions first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
Dynamic Advisor Solutions's Vertiv position peaked at $2.31M in Q2 2026.
343 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.