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McBroom & Associates’s Vertiv VRT Stock Holding History

McBroom & 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 		$4.97M Buy
20,593
+1,298
+7% +$354K 3% 14
2026
Q2 		$6.46M Buy
+19,295
New +$6.12M 3.25% 15

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

McBroom & Associates's VRT Position: Q3 2026 in Review

McBroom & Associates increased its Vertiv (VRT) stake by 6.7% in Q3 2026, buying an estimated $354K and bringing the position to 20,593 shares worth $4.97M. The position accounts for 3% of the portfolio, ranked #14.

McBroom & Associates first reported a position in VRT in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.46M in Q2 2026. 758 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • McBroom & Associates held 20,593 shares of Vertiv worth $4.97M as of Q3 2026.
  • McBroom & Associates bought 1,298 Vertiv shares in Q3 2026, an estimated $354K.
  • Vertiv made up 3% of McBroom & Associates's portfolio in Q3 2026, its #14 holding.
  • McBroom & Associates first reported a position in Vertiv in Q2 2026 and has held it in 2 quarters since.
  • McBroom & Associates's Vertiv position peaked at $6.46M in Q2 2026.
  • 758 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.