Huntleigh Advisors’s Vertiv VRT Stock Holding History

Huntleigh 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	$796K	Sell	3,300 -909	-22%	-$248K	0.11%	151
2026 Q2	$1.41M	Sell	4,209 -199	-5%	-$63.1K	0.2%	112
2026 Q1	$1.1M	Buy	4,408 +310	+8%	+$68.8K	0.19%	113
2025 Q4	$664K	Sell	4,098 -1,963	-32%	-$341K	0.11%	147
2025 Q3	$914K	Buy	6,061 +12	+0.2%	+$1.6K	0.16%	126
2025 Q2	$777K	Buy	6,049 +1,321	+28%	+$128K	0.15%	120
2025 Q1	$341K	Sell	4,728 -34	-0.7%	-$3.62K	0.06%	180
2024 Q4	$541K	Buy	+4,762	New	+$565K	0.12%	132

Other funds holding VRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Huntleigh Advisors's VRT Position: Q3 2026 in Review

Huntleigh Advisors reduced its Vertiv (VRT) stake by 22% in Q3 2026, selling an estimated $248K and leaving 3,300 shares worth $796K. The position accounts for 0.11% of the portfolio, ranked #151.

Huntleigh Advisors first reported a position in VRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q2 2026. 1,235 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Huntleigh Advisors held 3,300 shares of Vertiv worth $796K as of Q3 2026.
Huntleigh Advisors sold 909 Vertiv shares in Q3 2026, an estimated $248K.
Vertiv made up 0.11% of Huntleigh Advisors's portfolio in Q3 2026, its #151 holding.
Huntleigh Advisors first reported a position in Vertiv in Q4 2024 and has held it in 8 quarters since.
Huntleigh Advisors's Vertiv position peaked at $1.41M in Q2 2026.
1,235 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Huntleigh Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.