Empirical Wealth Management
VRT icon

Empirical Wealth Management’s Vertiv VRT Stock Holding History

Empirical 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 		$442K Sell
1,830
-626
-25% -$171K 0.01% 821
2026
Q2 		$822K Buy
2,456
+623
+34% +$198K 0.01% 465
2026
Q1 		$459K Buy
1,833
+130
+8% +$28.9K 0.01% 599
2025
Q4 		$276K Buy
1,703
+70
+4% +$12.2K ﹤0.01% 721
2025
Q3 		$246K Buy
+1,633
New +$218K ﹤0.01% 686
2025
Q1 		– Sell
-2,654
Closed -$302K – 718
2024
Q4 		$302K Buy
+2,654
New +$315K 0.01% 500

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Empirical Wealth Management's VRT Position: Q3 2026 in Review

Empirical Wealth Management reduced its Vertiv (VRT) stake by 25% in Q3 2026, selling an estimated $171K and leaving 1,830 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #821.

Empirical Wealth Management first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $822K in Q2 2026. 1,149 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Empirical Wealth Management held 1,830 shares of Vertiv worth $442K as of Q3 2026.
  • Empirical Wealth Management sold 626 Vertiv shares in Q3 2026, an estimated $171K.
  • Vertiv made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #821 holding.
  • Empirical Wealth Management first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • Empirical Wealth Management's Vertiv position peaked at $822K in Q2 2026.
  • 1,149 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.