Herold Advisors’s Vertiv VRT Stock Holding History

Herold 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	$1.04M	Buy	4,323 +792	+22%	+$216K	0.2%	112
2026 Q2	$1.18M	Sell	3,531 -236	-6%	-$74.8K	0.23%	106
2026 Q1	$944K	Sell	3,767 -523	-12%	-$116K	0.21%	110
2025 Q4	$695K	Sell	4,290 -237	-5%	-$41.1K	0.16%	141
2025 Q3	$683K	Buy	4,527 +239	+6%	+$31.9K	0.16%	144
2025 Q2	$551K	Buy	4,288 +345	+9%	+$33.5K	0.12%	177
2025 Q1	$285K	Buy	+3,943	New	+$420K	0.06%	225

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Herold Advisors's VRT Position: Q3 2026 in Review

Herold Advisors increased its Vertiv (VRT) stake by 22% in Q3 2026, buying an estimated $216K and bringing the position to 4,323 shares worth $1.04M. The position accounts for 0.2% of the portfolio, ranked #112.

Herold Advisors first reported a position in VRT in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.18M in Q2 2026. 412 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Herold Advisors held 4,323 shares of Vertiv worth $1.04M as of Q3 2026.
Herold Advisors bought 792 Vertiv shares in Q3 2026, an estimated $216K.
Vertiv made up 0.2% of Herold Advisors's portfolio in Q3 2026, its #112 holding.
Herold Advisors first reported a position in Vertiv in Q1 2025 and has held it in 7 quarters since.
Herold Advisors's Vertiv position peaked at $1.18M in Q2 2026.
412 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.