HighTower Advisors
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HighTower Advisors’s Vertiv VRT Stock Holding History

HighTower 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 		$36.4M Buy
150,768
+20,790
+16% +$5.66M 0.03% 457
2026
Q2 		$43.5M Buy
129,978
+2,168
+2% +$688K 0.04% 413
2026
Q1 		$32M Buy
127,810
+13,209
+12% +$2.93M 0.03% 473
2025
Q4 		$18.6M Buy
114,601
+8,454
+8% +$1.47M 0.02% 634
2025
Q3 		$16M Buy
106,147
+46,709
+79% +$6.23M 0.02% 677
2025
Q2 		$7.63M Buy
59,438
+8,788
+17% +$855K 0.01% 910
2025
Q1 		$3.66M Buy
50,650
+7,934
+19% +$844K 0.01% 1193
2024
Q4 		$4.85M Buy
42,716
+2,008
+5% +$238K 0.01% 1062
2024
Q3 		$4M Buy
40,708
+6,364
+19% +$528K 0.01% 1131
2024
Q2 		$2.97M Buy
34,344
+20,787
+153% +$1.89M ﹤0.01% 1245
2024
Q1 		$1.11M Buy
13,557
+4,587
+51% +$288K ﹤0.01% 1752
2023
Q4 		$430K Buy
+8,970
New +$382K ﹤0.01% 2428
2021
Q4 		– Sell
-15,032
Closed -$360K – 3495
2021
Q3 		$360K Buy
15,032
+4,757
+46% +$126K ﹤0.01% 2293
2021
Q2 		$283K Buy
+10,275
New +$246K ﹤0.01% 2409

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

HighTower Advisors's VRT Position: Q3 2026 in Review

HighTower Advisors increased its Vertiv (VRT) stake by 16% in Q3 2026, buying an estimated $5.66M and bringing the position to 150,768 shares worth $36.4M. The position accounts for 0.03% of the portfolio, ranked #457.

HighTower Advisors first reported a position in VRT in Q2 2021 and has held it in 14 quarters since. The position peaked at $43.5M in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • HighTower Advisors held 150,768 shares of Vertiv worth $36.4M as of Q3 2026.
  • HighTower Advisors bought 20,790 Vertiv shares in Q3 2026, an estimated $5.66M.
  • Vertiv made up 0.03% of HighTower Advisors's portfolio in Q3 2026, its #457 holding.
  • HighTower Advisors first reported a position in Vertiv in Q2 2021 and has held it in 14 quarters since.
  • HighTower Advisors's Vertiv position peaked at $43.5M in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.