Financial Management Network
VRT icon

Financial Management Network’s Vertiv VRT Stock Holding History

Financial Management Network’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 		$287K Hold
1,138
– – 0.04% 172
2026
Q2 		$329K Buy
1,138
+3
+0.3% +$951 0.05% 166
2026
Q1 		$327K Buy
+1,135
New +$252K 0.05% 155
2025
Q4 		– Sell
-1,360
Closed -$221K – 199
2025
Q3 		$221K Buy
+1,360
New +$181K 0.04% 172

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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

Financial Management Network's VRT Position: Q3 2026 in Review

Financial Management Network held its Vertiv (VRT) position steady in Q3 2026 at 1,138 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #172.

Financial Management Network first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $329K in Q2 2026. 366 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Financial Management Network held 1,138 shares of Vertiv worth $287K as of Q3 2026.
  • Financial Management Network left its Vertiv share count unchanged in Q3 2026.
  • Vertiv made up 0.04% of Financial Management Network's portfolio in Q3 2026, its #172 holding.
  • Financial Management Network first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • Financial Management Network's Vertiv position peaked at $329K in Q2 2026.
  • 366 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.