Guerra Pan Advisors
VRT icon

Guerra Pan Advisors’s Vertiv VRT Stock Holding History

Guerra Pan Advisors’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 		$604K Hold
2,930
– – 0.34% 55
2026
Q2 		$981K Hold
2,930
– – 0.55% 41
2026
Q1 		$734K Hold
2,930
– – 0.45% 49
2025
Q4 		$475K Hold
2,930
– – 0.28% 67
2025
Q3 		$442K Hold
2,930
– – 0.27% 68
2025
Q2 		$376K Hold
2,930
– – 0.25% 77
2025
Q1 		$212K Hold
2,930
– – 0.17% 100
2024
Q4 		$333K Buy
+2,930
New +$348K 0.24% 81

Other funds holding VRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Guerra Pan Advisors's VRT Position: Q3 2026 in Review

Guerra Pan Advisors held its Vertiv (VRT) position steady in Q3 2026 at 2,930 shares worth $604K. The position accounts for 0.34% of the portfolio, ranked #55.

Guerra Pan Advisors first reported a position in VRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $981K in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Guerra Pan Advisors held 2,930 shares of Vertiv worth $604K as of Q3 2026.
  • Guerra Pan Advisors left its Vertiv share count unchanged in Q3 2026.
  • Vertiv made up 0.34% of Guerra Pan Advisors's portfolio in Q3 2026, its #55 holding.
  • Guerra Pan Advisors first reported a position in Vertiv in Q4 2024 and has held it in 8 quarters since.
  • Guerra Pan Advisors's Vertiv position peaked at $981K in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Guerra Pan Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.