EP
VRT icon

Essential Partners’s Vertiv VRT Stock Holding History

Essential 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 		$424K Sell
1,759
-227
-11% -$61.8K 0.19% 94
2026
Q2 		$665K Sell
1,986
-5,253
-73% -$1.67M 0.31% 56
2026
Q1 		$1.81M Buy
7,239
+140
+2% +$31.1K 0.61% 30
2025
Q4 		$1.15M Buy
7,099
+377
+6% +$65.5K 0.35% 72
2025
Q3 		$1.01M Buy
6,722
+324
+5% +$43.2K 0.33% 81
2025
Q2 		$822K Buy
+6,398
New +$622K 0.33% 88

Other funds holding VRT

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Essential Partners's VRT Position: Q3 2026 in Review

Essential Partners reduced its Vertiv (VRT) stake by 11% in Q3 2026, selling an estimated $61.8K and leaving 1,759 shares worth $424K. The position accounts for 0.19% of the portfolio, ranked #94.

Essential Partners first reported a position in VRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.81M in Q1 2026. 264 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Essential Partners held 1,759 shares of Vertiv worth $424K as of Q3 2026.
  • Essential Partners sold 227 Vertiv shares in Q3 2026, an estimated $61.8K.
  • Vertiv made up 0.19% of Essential Partners's portfolio in Q3 2026, its #94 holding.
  • Essential Partners first reported a position in Vertiv in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Vertiv position peaked at $1.81M in Q1 2026.
  • 264 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.