Northwest Wealth Management
VRT icon

Northwest Wealth Management’s Vertiv VRT Stock Holding History

Northwest 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 		$332K Sell
1,377
-170
-11% -$46.3K 0.04% 190
2026
Q2 		$518K Sell
1,547
-11
-0.7% -$3.49K 0.07% 129
2026
Q1 		$390K Buy
+1,558
New +$346K 0.06% 147

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

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

Northwest Wealth Management reduced its Vertiv (VRT) stake by 11% in Q3 2026, selling an estimated $46.3K and leaving 1,377 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #190.

Northwest Wealth Management first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $518K in Q2 2026. 1,235 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Northwest Wealth Management held 1,377 shares of Vertiv worth $332K as of Q3 2026.
  • Northwest Wealth Management sold 170 Vertiv shares in Q3 2026, an estimated $46.3K.
  • Vertiv made up 0.04% of Northwest Wealth Management's portfolio in Q3 2026, its #190 holding.
  • Northwest Wealth Management first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • Northwest Wealth Management's Vertiv position peaked at $518K in Q2 2026.
  • 1,235 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.