Galvin Gaustad & Stein’s Vertiv VRT Stock Holding History

Galvin Gaustad & Stein’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	$476K	Buy	1,973 +365	+23%	+$99.4K	0.04%	174
2026 Q2	$539K	Sell	1,608 -348	-18%	-$110K	0.04%	176
2026 Q1	$490K	Sell	1,956 -147	-7%	-$32.6K	0.04%	173
2025 Q4	$341K	Buy	2,103 +245	+13%	+$42.5K	0.03%	201
2025 Q3	$280K	Sell	1,858 -811	-30%	-$108K	0.02%	174
2025 Q2	$343K	Buy	+2,669	New	+$260K	0.03%	155

Other funds holding VRT

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

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

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Galvin Gaustad & Stein's VRT Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its Vertiv (VRT) stake by 23% in Q3 2026, buying an estimated $99.4K and bringing the position to 1,973 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #174.

Galvin Gaustad & Stein first reported a position in VRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $539K in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Galvin Gaustad & Stein held 1,973 shares of Vertiv worth $476K as of Q3 2026.
Galvin Gaustad & Stein bought 365 Vertiv shares in Q3 2026, an estimated $99.4K.
Vertiv made up 0.04% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #174 holding.
Galvin Gaustad & Stein first reported a position in Vertiv in Q2 2025 and has held it in 6 quarters since.
Galvin Gaustad & Stein's Vertiv position peaked at $539K in Q2 2026.
84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.