Integris Wealth Management
VRT icon

Integris Wealth Management’s Vertiv VRT Stock Holding History

Integris Wealth Management’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 		$204K Hold
846
– – 0.04% 133
2026
Q2 		$283K Hold
846
– – 0.06% 108
2026
Q1 		$212K Buy
+846
New +$188K 0.05% 114

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Vontobel Holding
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Perpetual Ltd
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Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Integris Wealth Management's VRT Position: Q3 2026 in Review

Integris Wealth Management held its Vertiv (VRT) position steady in Q3 2026 at 846 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #133.

Integris Wealth Management first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $283K in Q2 2026. 397 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Integris Wealth Management held 846 shares of Vertiv worth $204K as of Q3 2026.
  • Integris Wealth Management left its Vertiv share count unchanged in Q3 2026.
  • Vertiv made up 0.04% of Integris Wealth Management's portfolio in Q3 2026, its #133 holding.
  • Integris Wealth Management first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • Integris Wealth Management's Vertiv position peaked at $283K in Q2 2026.
  • 397 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.