Foster Group
VRT icon

Foster Group’s Vertiv VRT Stock Holding History

Foster Group’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 		$211K Sell
873
-83
-9% -$22.6K 0.01% 296
2026
Q2 		$320K Buy
956
+92
+11% +$29.2K 0.01% 232
2026
Q1 		$217K Buy
+864
New +$192K 0.01% 259

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

Foster Group's VRT Position: Q3 2026 in Review

Foster Group reduced its Vertiv (VRT) stake by 8.7% in Q3 2026, selling an estimated $22.6K and leaving 873 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #296.

Foster Group first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $320K in Q2 2026. 315 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Foster Group held 873 shares of Vertiv worth $211K as of Q3 2026.
  • Foster Group sold 83 Vertiv shares in Q3 2026, an estimated $22.6K.
  • Vertiv made up 0.01% of Foster Group's portfolio in Q3 2026, its #296 holding.
  • Foster Group first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • Foster Group's Vertiv position peaked at $320K in Q2 2026.
  • 315 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.