MWA
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Miller Wealth Advisors’s Vertiv VRT Stock Holding History

Miller Wealth Advisors’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 		$70.2K Buy
291
+191
+191% +$52K 0.03% 30
2026
Q2 		$33.5K Hold
100
– – 0.01% 44
2026
Q1 		$25.1K Sell
100
-62
-38% -$13.8K 0.01% 49
2025
Q4 		$26.2K Hold
162
– – 0.01% 44
2025
Q3 		$24.4K Buy
+162
New +$21.6K 0.01% 49
2025
Q1 		– Sell
-200
Closed -$22.7K – 99
2024
Q4 		$22.7K Buy
+200
New +$23.7K 0.01% 40

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Miller Wealth Advisors's VRT Position: Q3 2026 in Review

Miller Wealth Advisors increased its Vertiv (VRT) stake by 191% in Q3 2026, buying an estimated $52K and bringing the position to 291 shares worth $70.2K. The position accounts for 0.03% of the portfolio, ranked #30.

Miller Wealth Advisors first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 1,235 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Miller Wealth Advisors held 291 shares of Vertiv worth $70.2K as of Q3 2026.
  • Miller Wealth Advisors bought 191 Vertiv shares in Q3 2026, an estimated $52K.
  • Vertiv made up 0.03% of Miller Wealth Advisors's portfolio in Q3 2026, its #30 holding.
  • Miller Wealth Advisors first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Miller Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.