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Herbst Group’s Vertiv VRT Stock Holding History

Herbst Group’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
-9,000
Closed -$3.01M – 83
2026
Q2 		$3.01M Buy
9,000
+200
+2% +$63.4K 1.64% 27
2026
Q1 		$2.21M Buy
+8,800
New +$1.95M 1.36% 33

Other funds holding VRT

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Herbst Group's VRT Position: Q3 2026 in Review

Herbst Group sold out of Vertiv (VRT) in Q3 2026, closing a stake of 9,000 shares — an estimated $3.01M sold.

Herbst Group first reported a position in VRT in Q1 2026 and held it in 2 quarters. The position peaked at $3.01M in Q2 2026. 351 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Herbst Group reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • Herbst Group sold 9,000 Vertiv shares in Q3 2026, an estimated $3.01M.
  • Herbst Group first reported a position in Vertiv in Q1 2026 and held it in 2 quarters.
  • Herbst Group's Vertiv position peaked at $3.01M in Q2 2026.
  • 351 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Herbst Group's 13F filing for Q3 2026, filed 20 Oct 2026.