Elm3 Financial Group
VRT icon

Elm3 Financial Group’s Vertiv VRT Stock Holding History

Elm3 Financial Group’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 		$577K Sell
2,389
-102
-4% -$27.8K 0.38% 67
2026
Q2 		$834K Buy
2,491
+229
+10% +$72.6K 0.57% 47
2026
Q1 		$567K Sell
2,262
-61
-3% -$13.5K 0.48% 57
2025
Q4 		$376K Sell
2,323
-482
-17% -$83.7K 0.31% 80
2025
Q3 		$423K Sell
2,805
-93
-3% -$12.4K 0.35% 73
2025
Q2 		$372K Sell
2,898
-184
-6% -$17.9K 0.31% 80
2025
Q1 		$223K Buy
3,082
+459
+17% +$48.9K 0.2% 90
2024
Q4 		$298K Buy
+2,623
New +$311K 0.25% 70

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Elm3 Financial Group's VRT Position: Q3 2026 in Review

Elm3 Financial Group reduced its Vertiv (VRT) stake by 4.1% in Q3 2026, selling an estimated $27.8K and leaving 2,389 shares worth $577K. The position accounts for 0.38% of the portfolio, ranked #67.

Elm3 Financial Group first reported a position in VRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $834K in Q2 2026. 1,235 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Elm3 Financial Group held 2,389 shares of Vertiv worth $577K as of Q3 2026.
  • Elm3 Financial Group sold 102 Vertiv shares in Q3 2026, an estimated $27.8K.
  • Vertiv made up 0.38% of Elm3 Financial Group's portfolio in Q3 2026, its #67 holding.
  • Elm3 Financial Group first reported a position in Vertiv in Q4 2024 and has held it in 8 quarters since.
  • Elm3 Financial Group's Vertiv position peaked at $834K in Q2 2026.
  • 1,235 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.