NWMP
VRT icon

Noble Wealth Management PBC’s Vertiv VRT Stock Holding History

Noble Wealth Management PBC’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 		$48.3K Sell
200
-2
-1% -$545 0.02% 266
2026
Q2 		$67.6K Sell
202
-128
-39% -$40.6K 0.03% 253
2026
Q1 		$82.7K Sell
330
-70
-18% -$15.5K 0.04% 214
2025
Q4 		$64.8K Buy
+400
New +$69.4K 0.03% 237

Other funds holding VRT

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Noble Wealth Management PBC's VRT Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Vertiv (VRT) stake by 0.99% in Q3 2026, selling an estimated $545 and leaving 200 shares worth $48.3K. The position accounts for 0.02% of the portfolio, ranked #266.

Noble Wealth Management PBC first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $82.7K in Q1 2026. 12 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Noble Wealth Management PBC held 200 shares of Vertiv worth $48.3K as of Q3 2026.
  • Noble Wealth Management PBC sold 2 Vertiv shares in Q3 2026, an estimated $545.
  • Vertiv made up 0.02% of Noble Wealth Management PBC's portfolio in Q3 2026, its #266 holding.
  • Noble Wealth Management PBC first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • Noble Wealth Management PBC's Vertiv position peaked at $82.7K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.