McCarter Private Wealth Services’s Vertiv VRT Stock Holding History

McCarter Private Wealth Services’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	$2.64M	Sell	10,920 -106	-1%	-$28.9K	0.89%	38
2026 Q2	$3.69M	Sell	11,026 -1,453	-12%	-$461K	1.27%	26
2026 Q1	$3.13M	Buy	12,479 +714	+6%	+$158K	1.36%	20
2025 Q4	$1.91M	Sell	11,765 -122	-1%	-$21.2K	0.86%	34
2025 Q3	$1.79M	Sell	11,887 -97	-0.8%	-$12.9K	0.92%	32
2025 Q2	$1.54M	Buy	11,984 +7,243	+153%	+$704K	0.88%	33
2025 Q1	$342K	Buy	4,741 +370	+8%	+$39.4K	0.22%	75
2024 Q4	$497K	Buy	+4,371	New	+$519K	0.32%	59

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

McCarter Private Wealth Services's VRT Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Vertiv (VRT) stake by 0.96% in Q3 2026, selling an estimated $28.9K and leaving 10,920 shares worth $2.64M. The position accounts for 0.89% of the portfolio, ranked #38.

McCarter Private Wealth Services first reported a position in VRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.69M in Q2 2026. 506 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

McCarter Private Wealth Services held 10,920 shares of Vertiv worth $2.64M as of Q3 2026.
McCarter Private Wealth Services sold 106 Vertiv shares in Q3 2026, an estimated $28.9K.
Vertiv made up 0.89% of McCarter Private Wealth Services's portfolio in Q3 2026, its #38 holding.
McCarter Private Wealth Services first reported a position in Vertiv in Q4 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Vertiv position peaked at $3.69M in Q2 2026.
506 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.