Eagle Bluffs Wealth Management’s Vertiv VRT Stock Holding History

Eagle Bluffs Wealth Management’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	$10.6M	Sell	43,978 -172	-0.4%	-$46.9K	3.65%	7
2026 Q2	$14.8M	Buy	44,150 +542	+1%	+$172K	4.94%	6
2026 Q1	$10.9M	Sell	43,608 -355	-0.8%	-$78.8K	4.26%	5
2025 Q4	$7.12M	Buy	43,963 +58	+0.1%	+$10.1K	2.89%	8
2025 Q3	$6.62M	Buy	43,905 +801	+2%	+$107K	2.86%	7
2025 Q2	$5.53M	Buy	43,104 +425	+1%	+$41.3K	2.63%	9
2025 Q1	$3.08M	Buy	+42,679	New	+$4.54M	1.63%	18

Other funds holding VRT

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

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Eagle Bluffs Wealth Management's VRT Position: Q3 2026 in Review

Eagle Bluffs Wealth Management reduced its Vertiv (VRT) stake by 0.39% in Q3 2026, selling an estimated $46.9K and leaving 43,978 shares worth $10.6M. The position accounts for 3.65% of the portfolio, ranked #7.

Eagle Bluffs Wealth Management first reported a position in VRT in Q1 2025 and has held it in 7 quarters since. The position peaked at $14.8M in Q2 2026. 506 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Eagle Bluffs Wealth Management held 43,978 shares of Vertiv worth $10.6M as of Q3 2026.
Eagle Bluffs Wealth Management sold 172 Vertiv shares in Q3 2026, an estimated $46.9K.
Vertiv made up 3.65% of Eagle Bluffs Wealth Management's portfolio in Q3 2026, its #7 holding.
Eagle Bluffs Wealth Management first reported a position in Vertiv in Q1 2025 and has held it in 7 quarters since.
Eagle Bluffs Wealth Management's Vertiv position peaked at $14.8M in Q2 2026.
506 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.