Hobbs Group Advisors
VRT icon

Hobbs Group Advisors’s Vertiv VRT Stock Holding History

Hobbs Group 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 		$577K Sell
2,392
-1,568
-40% -$427K 0.14% 102
2026
Q2 		$1.33M Sell
3,960
-1,369
-26% -$434K 0.35% 52
2026
Q1 		$1.34M Sell
5,329
-367
-6% -$81.5K 0.4% 47
2025
Q4 		$923K Buy
5,696
+156
+3% +$27.1K 0.28% 62
2025
Q3 		$836K Buy
5,540
+945
+21% +$126K 0.26% 65
2025
Q2 		$590K Buy
+4,595
New +$447K 0.2% 83

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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

Hobbs Group Advisors's VRT Position: Q3 2026 in Review

Hobbs Group Advisors reduced its Vertiv (VRT) stake by 40% in Q3 2026, selling an estimated $427K and leaving 2,392 shares worth $577K. The position accounts for 0.14% of the portfolio, ranked #102.

Hobbs Group Advisors first reported a position in VRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.34M in Q1 2026. 1,235 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Hobbs Group Advisors held 2,392 shares of Vertiv worth $577K as of Q3 2026.
  • Hobbs Group Advisors sold 1,568 Vertiv shares in Q3 2026, an estimated $427K.
  • Vertiv made up 0.14% of Hobbs Group Advisors's portfolio in Q3 2026, its #102 holding.
  • Hobbs Group Advisors first reported a position in Vertiv in Q2 2025 and has held it in 6 quarters since.
  • Hobbs Group Advisors's Vertiv position peaked at $1.34M in Q1 2026.
  • 1,235 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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