Net Worth Advisory Group’s Vertiv VRT Stock Holding History

Net Worth Advisory Group’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	$273K	Buy	1,109 +1	+0.1%	+$272	0.07%	317
2026 Q2	$371K	Buy	1,108 +195	+21%	+$61.8K	0.09%	222
2026 Q1	$229K	Sell	913 -644	-41%	-$143K	0.05%	382
2025 Q4	$252K	Buy	1,557 +109	+8%	+$18.9K	0.05%	381
2025 Q3	$218K	Sell	1,448 -186	-11%	-$24.8K	0.06%	370
2025 Q2	$210K	Buy	+1,634	New	+$159K	0.05%	395

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

Net Worth Advisory Group's VRT Position: Q3 2026 in Review

Net Worth Advisory Group increased its Vertiv (VRT) stake by 0.09% in Q3 2026, buying an estimated $272 and bringing the position to 1,109 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #317.

Net Worth Advisory Group first reported a position in VRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $371K in Q2 2026. 366 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Net Worth Advisory Group held 1,109 shares of Vertiv worth $273K as of Q3 2026.
Net Worth Advisory Group bought 1 Vertiv share in Q3 2026, an estimated $272.
Vertiv made up 0.07% of Net Worth Advisory Group's portfolio in Q3 2026, its #317 holding.
Net Worth Advisory Group first reported a position in Vertiv in Q2 2025 and has held it in 6 quarters since.
Net Worth Advisory Group's Vertiv position peaked at $371K in Q2 2026.
366 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.