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Farther Finance Advisors’s Vertiv VRT Stock Holding History

Farther Finance 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
Q3 		$5.09M Buy
21,090
+790
+4% +$215K 0.04% 423
2026
Q2 		$6.76M Buy
20,300
+5,249
+35% +$1.66M 0.05% 314
2026
Q1 		$3.9M Buy
15,051
+8,205
+120% +$1.82M 0.04% 410
2025
Q4 		$1.11M Sell
6,846
-856
-11% -$149K 0.01% 838
2025
Q3 		$1.16M Buy
7,702
+1,947
+34% +$260K 0.02% 653
2025
Q2 		$739K Sell
5,755
-132
-2% -$12.8K 0.01% 727
2025
Q1 		$443K Buy
5,887
+2,257
+62% +$240K 0.01% 836
2024
Q4 		$412K Sell
3,630
-1,195
-25% -$142K 0.01% 666
2024
Q3 		$480K Buy
4,825
+916
+23% +$75.9K 0.02% 603
2024
Q2 		$339K Buy
3,909
+1,800
+85% +$164K 0.02% 623
2024
Q1 		$170K Buy
2,109
+1,029
+95% +$64.7K 0.01% 740
2023
Q4 		$51.9K Buy
1,080
+1,034
+2,248% +$44K ﹤0.01% 1024
2023
Q3 		$1.7K Buy
46
+13
+39% +$429 ﹤0.01% 1917
2023
Q2 		$817 Sell
33
-64
-66% -$1.1K ﹤0.01% 2032
2023
Q1 		$1.39K Buy
+97
New +$1.42K ﹤0.01% 1759

Other funds holding VRT

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's VRT Position: Q3 2026 in Review

Farther Finance Advisors increased its Vertiv (VRT) stake by 3.9% in Q3 2026, buying an estimated $215K and bringing the position to 21,090 shares worth $5.09M. The position accounts for 0.04% of the portfolio, ranked #423.

Farther Finance Advisors first reported a position in VRT in Q1 2023 and has held it in 15 quarters since. The position peaked at $6.76M in Q2 2026. 62 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Farther Finance Advisors held 21,090 shares of Vertiv worth $5.09M as of Q3 2026.
  • Farther Finance Advisors bought 790 Vertiv shares in Q3 2026, an estimated $215K.
  • Vertiv made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #423 holding.
  • Farther Finance Advisors first reported a position in Vertiv in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Vertiv position peaked at $6.76M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.