Insight Wealth Partners
VRT icon

Insight Wealth Partners’s Vertiv VRT Stock Holding History

Insight 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 		$1.03M Sell
4,284
-922
-18% -$251K 0.14% 60
2026
Q2 		$1.74M Sell
5,206
-54
-1% -$17.1K 0.23% 42
2026
Q1 		$1.32M Buy
5,260
+6
+0.1% +$1.33K 0.18% 44
2025
Q4 		$851K Buy
5,254
+907
+21% +$157K 0.12% 62
2025
Q3 		$656K Buy
4,347
+46
+1% +$6.14K 0.2% 67
2025
Q2 		$552K Buy
4,301
+1,180
+38% +$115K 0.21% 67
2025
Q1 		$225K Buy
3,121
+26
+0.8% +$2.77K 0.04% 102
2024
Q4 		$352K Buy
3,095
+12
+0.4% +$1.42K 0.05% 75
2024
Q3 		$307K Buy
3,083
+310
+11% +$25.7K 0.06% 84
2024
Q2 		$240K Buy
+2,773
New +$252K 0.04% 84

Other funds holding VRT

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
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
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

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

Insight Wealth Partners reduced its Vertiv (VRT) stake by 18% in Q3 2026, selling an estimated $251K and leaving 4,284 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #60.

Insight Wealth Partners first reported a position in VRT in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.74M in Q2 2026. 1,434 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Insight Wealth Partners held 4,284 shares of Vertiv worth $1.03M as of Q3 2026.
  • Insight Wealth Partners sold 922 Vertiv shares in Q3 2026, an estimated $251K.
  • Vertiv made up 0.14% of Insight Wealth Partners's portfolio in Q3 2026, its #60 holding.
  • Insight Wealth Partners first reported a position in Vertiv in Q2 2024 and has held it in 10 quarters since.
  • Insight Wealth Partners's Vertiv position peaked at $1.74M in Q2 2026.
  • 1,434 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.