Elevation Wealth Partners
VRT icon

Elevation Wealth Partners’s Vertiv VRT Stock Holding History

Elevation Wealth Partners’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 		$7.24K Hold
30
– – ﹤0.01% 1010
2026
Q2 		$10K Hold
30
– – ﹤0.01% 807
2026
Q1 		$7.52K Hold
30
– – ﹤0.01% 591
2025
Q4 		$4.86K Buy
30
+26
+650% +$4.51K ﹤0.01% 637
2025
Q3 		$604 Buy
+4
New +$534 ﹤0.01% 796

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Sumitomo Mitsui Trust Group
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Robeco Schweiz
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Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Elevation Wealth Partners's VRT Position: Q3 2026 in Review

Elevation Wealth Partners held its Vertiv (VRT) position steady in Q3 2026 at 30 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Elevation Wealth Partners first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $10K in Q2 2026. 803 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Elevation Wealth Partners held 30 shares of Vertiv worth $7.24K as of Q3 2026.
  • Elevation Wealth Partners left its Vertiv share count unchanged in Q3 2026.
  • Vertiv made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1010 holding.
  • Elevation Wealth Partners first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Vertiv position peaked at $10K in Q2 2026.
  • 803 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.