IWN
VRT icon

Independent Wealth Network’s Vertiv VRT Stock Holding History

Independent Wealth Network’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 		$401K Buy
1,662
+322
+24% +$87.7K 0.1% 214
2026
Q2 		$449K Buy
1,340
+309
+30% +$98K 0.11% 196
2026
Q1 		$258K Buy
+1,031
New +$229K 0.08% 237

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 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

Independent Wealth Network's VRT Position: Q3 2026 in Review

Independent Wealth Network increased its Vertiv (VRT) stake by 24% in Q3 2026, buying an estimated $87.7K and bringing the position to 1,662 shares worth $401K. The position accounts for 0.1% of the portfolio, ranked #214.

Independent Wealth Network first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $449K in Q2 2026. 506 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Independent Wealth Network held 1,662 shares of Vertiv worth $401K as of Q3 2026.
  • Independent Wealth Network bought 322 Vertiv shares in Q3 2026, an estimated $87.7K.
  • Vertiv made up 0.1% of Independent Wealth Network's portfolio in Q3 2026, its #214 holding.
  • Independent Wealth Network first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • Independent Wealth Network's Vertiv position peaked at $449K in Q2 2026.
  • 506 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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