Eley Financial Management’s Vertiv VRT Stock Holding History

Eley Financial 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	$2.14M	Buy	8,851 +1	+0%	+$272	0.7%	38
2026 Q2	$2.96M	Sell	8,850 -10,823	-55%	-$3.43M	0.96%	33
2026 Q1	$4.93M	Sell	19,673 -250	-1%	-$55.5K	1.78%	24
2025 Q4	$3.23M	Sell	19,923 -1,039	-5%	-$180K	1.16%	30
2025 Q3	$3.16M	Buy	20,962 +15	+0.1%	+$2K	1.14%	30
2025 Q2	$2.69M	Sell	20,947 -2,887	-12%	-$281K	1.03%	31
2025 Q1	$1.79M	Buy	23,834 +2,918	+14%	+$311K	0.72%	40
2024 Q4	$2.38M	Buy	20,916 +473	+2%	+$56.2K	0.93%	34
2024 Q3	$2.03M	Buy	+20,443	New	+$1.69M	0.82%	37

Other funds holding VRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Eley Financial Management's VRT Position: Q3 2026 in Review

Eley Financial Management increased its Vertiv (VRT) stake by 0.01% in Q3 2026, buying an estimated $272 and bringing the position to 8,851 shares worth $2.14M. The position accounts for 0.7% of the portfolio, ranked #38.

Eley Financial Management first reported a position in VRT in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.93M in Q1 2026. 1,209 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Eley Financial Management held 8,851 shares of Vertiv worth $2.14M as of Q3 2026.
Eley Financial Management bought 1 Vertiv share in Q3 2026, an estimated $272.
Vertiv made up 0.7% of Eley Financial Management's portfolio in Q3 2026, its #38 holding.
Eley Financial Management first reported a position in Vertiv in Q3 2024 and has held it in 9 quarters since.
Eley Financial Management's Vertiv position peaked at $4.93M in Q1 2026.
1,209 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Eley Financial Management's 13F filing for Q3 2026, filed 3 Nov 2026.