GoalVest Advisory
VRT icon

GoalVest Advisory’s Vertiv VRT Stock Holding History

GoalVest Advisory’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 		$70.4K Buy
35,278
+35,130
+23,736% +$9.6M 0.01% 191
2026
Q2 		$49.6K Buy
148
+69
+87% +$21.9K 0.01% 208
2026
Q1 		$19.8K Buy
+79
New +$17.5K ﹤0.01% 331

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

GoalVest Advisory's VRT Position: Q3 2026 in Review

GoalVest Advisory increased its Vertiv (VRT) stake by 23,736% in Q3 2026, buying an estimated $9.6M and bringing the position to 35,278 shares worth $70.4K. The position accounts for 0.01% of the portfolio, ranked #191.

GoalVest Advisory first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. 1,053 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • GoalVest Advisory held 35,278 shares of Vertiv worth $70.4K as of Q3 2026.
  • GoalVest Advisory bought 35,130 Vertiv shares in Q3 2026, an estimated $9.6M.
  • Vertiv made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #191 holding.
  • GoalVest Advisory first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.