Mindset Wealth Management’s Vertiv VRT Stock Holding History

Mindset Wealth Management’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	$783K	Buy	3,244 +181	+6%	+$49.3K	0.14%	67
2026 Q2	$1.03M	Sell	3,063 -444	-13%	-$141K	0.2%	59
2026 Q1	$879K	Sell	3,507 -418	-11%	-$92.8K	0.24%	55
2025 Q4	$636K	Buy	3,925 +220	+6%	+$38.2K	0.17%	68
2025 Q3	$559K	Buy	3,705 +971	+36%	+$130K	0.15%	73
2025 Q2	$351K	Sell	2,734 -310	-10%	-$30.1K	0.11%	95
2025 Q1	$220K	Buy	3,044 +1,135	+59%	+$121K	0.09%	131
2024 Q4	$217K	Buy	+1,909	New	+$227K	0.08%	122

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Mindset Wealth Management's VRT Position: Q3 2026 in Review

Mindset Wealth Management increased its Vertiv (VRT) stake by 5.9% in Q3 2026, buying an estimated $49.3K and bringing the position to 3,244 shares worth $783K. The position accounts for 0.14% of the portfolio, ranked #67.

Mindset Wealth Management first reported a position in VRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q2 2026. 412 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Mindset Wealth Management held 3,244 shares of Vertiv worth $783K as of Q3 2026.
Mindset Wealth Management bought 181 Vertiv shares in Q3 2026, an estimated $49.3K.
Vertiv made up 0.14% of Mindset Wealth Management's portfolio in Q3 2026, its #67 holding.
Mindset Wealth Management first reported a position in Vertiv in Q4 2024 and has held it in 8 quarters since.
Mindset Wealth Management's Vertiv position peaked at $1.03M in Q2 2026.
412 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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