Highline Wealth Partners
VRT icon

Highline Wealth Partners’s Vertiv VRT Stock Holding History

Highline Wealth Partners’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 		$71.2K Buy
295
+15
+5% +$4.09K 0.01% 217
2026
Q2 		$93.8K Buy
280
+4
+1% +$1.27K 0.02% 177
2026
Q1 		$69.2K Buy
276
+142
+106% +$31.5K 0.02% 140
2025
Q4 		$21.7K Sell
134
-550
-80% -$95.5K 0.01% 244
2025
Q3 		$103K Sell
684
-2,041
-75% -$272K 0.03% 119
2025
Q2 		$350K Sell
2,725
-651
-19% -$63.3K 0.1% 79
2025
Q1 		$244K Buy
3,376
+3,252
+2,623% +$346K 0.08% 87
2024
Q4 		$14.1K Buy
124
+9
+8% +$1.07K ﹤0.01% 207
2024
Q3 		$11.4K Hold
115
– – ﹤0.01% 235
2024
Q2 		$10K Buy
+115
New +$10.5K ﹤0.01% 223

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
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
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Highline Wealth Partners's VRT Position: Q3 2026 in Review

Highline Wealth Partners increased its Vertiv (VRT) stake by 5.4% in Q3 2026, buying an estimated $4.09K and bringing the position to 295 shares worth $71.2K. The position accounts for 0.01% of the portfolio, ranked #217.

Highline Wealth Partners first reported a position in VRT in Q2 2024 and has held it in 10 quarters since. The position peaked at $350K in Q2 2025. 464 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Highline Wealth Partners held 295 shares of Vertiv worth $71.2K as of Q3 2026.
  • Highline Wealth Partners bought 15 Vertiv shares in Q3 2026, an estimated $4.09K.
  • Vertiv made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #217 holding.
  • Highline Wealth Partners first reported a position in Vertiv in Q2 2024 and has held it in 10 quarters since.
  • Highline Wealth Partners's Vertiv position peaked at $350K in Q2 2025.
  • 464 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.