Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Vertiv VRT Stock Holding History

Halbert Hargrove Global 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 		– Sell
-2
Closed -$568 – 689
2026
Q2 		$568 Buy
+2
New +$634 ﹤0.01% 516
2025
Q4 		– Sell
-13
Closed -$1.96K – 735
2025
Q3 		$1.96K Buy
+13
New +$1.73K ﹤0.01% 571
2025
Q2 		– Sell
-16
Closed -$1.16K – 650
2025
Q1 		$1.16K Buy
+16
New +$1.7K ﹤0.01% 438

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Halbert Hargrove Global Advisors's VRT Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Vertiv (VRT) in Q3 2026, closing a stake of 2 shares — an estimated $568 sold.

Halbert Hargrove Global Advisors first reported a position in VRT in Q1 2025 and held it in 3 quarters. The position peaked at $1.96K in Q3 2025. 1,154 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2 Vertiv shares in Q3 2026, an estimated $568.
  • Halbert Hargrove Global Advisors first reported a position in Vertiv in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Vertiv position peaked at $1.96K in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.