Elevated Capital Advisors
VRT icon

Elevated Capital Advisors’s Vertiv VRT Stock Holding History

Elevated Capital Advisors’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 		$35.2K Hold
146
– – 0.01% 332
2026
Q2 		$48.9K Hold
146
– – 0.01% 340
2026
Q1 		$36.6K Hold
146
– – 0.01% 374
2025
Q4 		$23.7K Buy
+146
New +$25.3K 0.01% 387
2024
Q4 		– Sell
-2,340
Closed -$233K – 284
2024
Q3 		$233K Sell
2,340
-55
-2% -$4.56K 0.06% 254
2024
Q2 		$207K Buy
+2,395
New +$218K 0.06% 225
2022
Q4 		– Sell
-51,330
Closed -$499K – 173
2022
Q3 		$499K Buy
+51,330
New +$577K 0.2% 118
2022
Q1 		$660K Buy
+47,174
New +$839K 0.22% 122
2021
Q3 		$862K Buy
+35,795
New +$951K 0.3% 104
2021
Q1 		$647K Buy
29,696
+594
+2% +$12K 0.25% 111
2020
Q4 		$543K Buy
29,102
+1,376
+5% +$25.3K 0.24% 125
2020
Q3 		$466K Sell
27,726
-5,489
-17% -$85.9K 0.22% 123
2020
Q2 		$553K Buy
+33,215
New +$387K 0.26% 115

Other funds holding VRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Elevated Capital Advisors's VRT Position: Q3 2026 in Review

Elevated Capital Advisors held its Vertiv (VRT) position steady in Q3 2026 at 146 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #332.

Elevated Capital Advisors first reported a position in VRT in Q2 2020 and has held it in 13 quarters since. The position peaked at $862K in Q3 2021. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Elevated Capital Advisors held 146 shares of Vertiv worth $35.2K as of Q3 2026.
  • Elevated Capital Advisors left its Vertiv share count unchanged in Q3 2026.
  • Vertiv made up 0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #332 holding.
  • Elevated Capital Advisors first reported a position in Vertiv in Q2 2020 and has held it in 13 quarters since.
  • Elevated Capital Advisors's Vertiv position peaked at $862K in Q3 2021.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.