MSA
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McAlister Sweet & Associates’s Vertiv VRT Stock Holding History

McAlister Sweet & Associates’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 		– Sell
-1,000
Closed -$335K – 41
2026
Q2 		$335K Buy
+1,000
New +$317K 0.18% 28

Other funds holding VRT

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

McAlister Sweet & Associates's VRT Position: Q3 2026 in Review

McAlister Sweet & Associates sold out of Vertiv (VRT) in Q3 2026, closing a stake of 1,000 shares — an estimated $335K sold.

McAlister Sweet & Associates first reported a position in VRT in Q2 2026 and held it in 1 quarter. The position peaked at $335K in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • McAlister Sweet & Associates reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • McAlister Sweet & Associates sold 1,000 Vertiv shares in Q3 2026, an estimated $335K.
  • McAlister Sweet & Associates first reported a position in Vertiv in Q2 2026 and held it in 1 quarter.
  • McAlister Sweet & Associates's Vertiv position peaked at $335K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on McAlister Sweet & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.