Evergreen Capital Management
VRT icon

Evergreen Capital Management’s Vertiv VRT Stock Holding History

Evergreen Capital 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 		$471K Buy
1,953
+21
+1% +$5.72K 0.01% 891
2026
Q2 		$647K Buy
1,932
+640
+50% +$203K 0.01% 751
2026
Q1 		$324K Sell
1,292
-2,385
-65% -$529K 0.01% 1072
2025
Q4 		$596K Buy
+3,677
New +$638K 0.01% 648

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Geode Capital Management
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Morgan Stanley
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Invesco
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Fidelity Investments
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Evergreen Capital Management's VRT Position: Q3 2026 in Review

Evergreen Capital Management increased its Vertiv (VRT) stake by 1.1% in Q3 2026, buying an estimated $5.72K and bringing the position to 1,953 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #891.

Evergreen Capital Management first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $647K in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Evergreen Capital Management held 1,953 shares of Vertiv worth $471K as of Q3 2026.
  • Evergreen Capital Management bought 21 Vertiv shares in Q3 2026, an estimated $5.72K.
  • Vertiv made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #891 holding.
  • Evergreen Capital Management first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • Evergreen Capital Management's Vertiv position peaked at $647K in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.