Kaufman Rossin Wealth
VRT icon

Kaufman Rossin Wealth’s Vertiv VRT Stock Holding History

Kaufman Rossin Wealth’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 		$597K Buy
2,474
+126
+5% +$34.3K 0.24% 43
2026
Q2 		$761K Sell
2,348
-8
-0.3% -$2.54K 0.36% 33
2026
Q1 		$590K Sell
2,356
-812
-26% -$180K 0.34% 37
2025
Q4 		$513K Hold
3,168
– – 0.27% 54
2025
Q3 		$478K Buy
3,168
+92
+3% +$12.3K 0.26% 52
2025
Q2 		$395K Buy
+3,076
New +$299K 0.25% 59

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

Kaufman Rossin Wealth's VRT Position: Q3 2026 in Review

Kaufman Rossin Wealth increased its Vertiv (VRT) stake by 5.4% in Q3 2026, buying an estimated $34.3K and bringing the position to 2,474 shares worth $597K. The position accounts for 0.24% of the portfolio, ranked #43.

Kaufman Rossin Wealth first reported a position in VRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $761K in Q2 2026. 1,434 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Kaufman Rossin Wealth held 2,474 shares of Vertiv worth $597K as of Q3 2026.
  • Kaufman Rossin Wealth bought 126 Vertiv shares in Q3 2026, an estimated $34.3K.
  • Vertiv made up 0.24% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #43 holding.
  • Kaufman Rossin Wealth first reported a position in Vertiv in Q2 2025 and has held it in 6 quarters since.
  • Kaufman Rossin Wealth's Vertiv position peaked at $761K in Q2 2026.
  • 1,434 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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