MAFA
VRT icon

MJT & Associates Financial Advisory’s Vertiv VRT Stock Holding History

MJT & Associates Financial Advisory’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 		$11.6K Buy
49
+8
+20% +$2.18K 0.01% 176
2026
Q2 		$13.4K Sell
41
-16
-28% -$5.07K 0.01% 166
2026
Q1 		$14K Buy
57
+1
+2% +$222 0.01% 151
2025
Q4 		$8.93K Sell
56
-1
-2% -$174 0.01% 198
2025
Q3 		$8.46K Buy
57
+56
+5,600% +$7.47K 0.01% 210
2025
Q2 		$11 Hold
1
– – ﹤0.01% 471
2025
Q1 		$7 Buy
+1
New +$106 ﹤0.01% 478

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

MJT & Associates Financial Advisory's VRT Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its Vertiv (VRT) stake by 20% in Q3 2026, buying an estimated $2.18K and bringing the position to 49 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #176.

MJT & Associates Financial Advisory first reported a position in VRT in Q1 2025 and has held it in 7 quarters since. The position peaked at $14K in Q1 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • MJT & Associates Financial Advisory held 49 shares of Vertiv worth $11.6K as of Q3 2026.
  • MJT & Associates Financial Advisory bought 8 Vertiv shares in Q3 2026, an estimated $2.18K.
  • Vertiv made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #176 holding.
  • MJT & Associates Financial Advisory first reported a position in Vertiv in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Vertiv position peaked at $14K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.