EA
VRT icon

Enclave Advisors’s Vertiv VRT Stock Holding History

Enclave 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
Q2 		$483K Sell
1,442
-173
-11% -$54.9K 0.06% 93
2026
Q1 		$405K Sell
1,615
-1,232
-43% -$273K 0.06% 99
2025
Q4 		$461K Sell
2,847
-211
-7% -$36.6K 0.07% 90
2025
Q3 		$461K Buy
3,058
+154
+5% +$20.5K 0.07% 82
2025
Q2 		$373K Buy
+2,904
New +$282K 0.06% 85
2025
Q1 		– Sell
-25,417
Closed -$2.89M – 122
2024
Q4 		$2.89M Buy
25,417
+16,987
+202% +$2.02M 0.48% 34
2024
Q3 		$839K Buy
+8,430
New +$699K 0.14% 64

Other funds holding VRT

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM