Heritage Wealth Advisors
VRT icon

Heritage Wealth Advisors’s Vertiv VRT Stock Holding History

Heritage Wealth 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
-109
Closed -$36.5K – 601
2026
Q2 		$36.5K Hold
109
– – ﹤0.01% 370
2026
Q1 		$27.3K Buy
+109
New +$24.2K ﹤0.01% 400

Other funds holding VRT

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Bank of New York Mellon
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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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Heritage Wealth Advisors's VRT Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Vertiv (VRT) in Q3 2026, closing a stake of 109 shares — an estimated $36.5K sold.

Heritage Wealth Advisors first reported a position in VRT in Q1 2026 and held it in 2 quarters. The position peaked at $36.5K in Q2 2026. 1,141 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 109 Vertiv shares in Q3 2026, an estimated $36.5K.
  • Heritage Wealth Advisors first reported a position in Vertiv in Q1 2026 and held it in 2 quarters.
  • Heritage Wealth Advisors's Vertiv position peaked at $36.5K in Q2 2026.
  • 1,141 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.