First Affirmative Financial Network
VRT icon

First Affirmative Financial Network’s Vertiv VRT Stock Holding History

First Affirmative Financial 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 		$358K Buy
+1,482
New +$404K 0.08% 264
2026
Q1 		$382K Buy
+1,526
New +$339K 0.15% 174

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UniSuper Management
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Chicago Capital
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Zevenbergen Capital Investments
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Signature Estate & Investment Advisors
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Wealth Enhancement Advisory Services
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Annex Advisory Services
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First Affirmative Financial Network's VRT Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Vertiv (VRT) in Q3 2026: 1,482 shares worth $358K. The stake represents 0.08% of the portfolio and ranks #264 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in VRT as recently as Q1 2026.

First Affirmative Financial Network first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $382K in Q1 2026. 522 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • First Affirmative Financial Network held 1,482 shares of Vertiv worth $358K as of Q3 2026.
  • Vertiv was a new First Affirmative Financial Network position in Q3 2026.
  • Vertiv made up 0.08% of First Affirmative Financial Network's portfolio in Q3 2026, its #264 holding.
  • First Affirmative Financial Network first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • First Affirmative Financial Network's Vertiv position peaked at $382K in Q1 2026.
  • 522 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.