Hazlett, Burt & Watson
VRT icon

Hazlett, Burt & Watson’s Vertiv VRT Stock Holding History

Hazlett, Burt & Watson’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 		$1.18M Buy
4,879
+62
+1% +$16.9K 0.3% 89
2026
Q2 		$1.61M Sell
4,817
-322
-6% -$102K 0.43% 56
2026
Q1 		$1.3M Buy
5,139
+11
+0.2% +$2.44K 0.41% 60
2025
Q4 		$828K Buy
5,128
+198
+4% +$34.4K 0.26% 88
2025
Q3 		$742K Buy
4,930
+1,377
+39% +$184K 0.26% 90
2025
Q2 		$456K Buy
3,553
+1,455
+69% +$141K 0.19% 116
2025
Q1 		$151K Buy
2,098
+577
+38% +$61.4K 0.07% 228
2024
Q4 		$171K Sell
1,521
-104
-6% -$12.3K 0.08% 222
2024
Q3 		$159K Buy
1,625
+1,240
+322% +$103K 0.07% 227
2024
Q2 		$34K Sell
385
-44
-10% -$4.01K 0.02% 386
2024
Q1 		$34K Buy
+429
New +$27K 0.02% 380

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

Hazlett, Burt & Watson's VRT Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its Vertiv (VRT) stake by 1.3% in Q3 2026, buying an estimated $16.9K and bringing the position to 4,879 shares worth $1.18M. The position accounts for 0.3% of the portfolio, ranked #89.

Hazlett, Burt & Watson first reported a position in VRT in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.61M in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Hazlett, Burt & Watson held 4,879 shares of Vertiv worth $1.18M as of Q3 2026.
  • Hazlett, Burt & Watson bought 62 Vertiv shares in Q3 2026, an estimated $16.9K.
  • Vertiv made up 0.3% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #89 holding.
  • Hazlett, Burt & Watson first reported a position in Vertiv in Q1 2024 and has held it in 11 quarters since.
  • Hazlett, Burt & Watson's Vertiv position peaked at $1.61M in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.