NovaPoint Capital’s Vertiv VRT Stock Holding History

NovaPoint Capital’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	$2.6M	Sell	10,762 -318	-3%	-$86.6K	0.56%	52
2026 Q2	$3.71M	Buy	11,080 +219	+2%	+$69.5K	0.77%	44
2026 Q1	$2.72M	Buy	10,861 +25	+0.2%	+$5.55K	0.68%	51
2025 Q4	$1.76M	Buy	10,836 +205	+2%	+$35.6K	0.45%	59
2025 Q3	$1.6M	Buy	+10,631	New	+$1.42M	0.39%	63
2025 Q2	–	Sell	-8,937	Closed	-$645K	–	132
2025 Q1	$645K	Buy	+8,937	New	+$951K	0.2%	81

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

NovaPoint Capital's VRT Position: Q3 2026 in Review

NovaPoint Capital reduced its Vertiv (VRT) stake by 2.9% in Q3 2026, selling an estimated $86.6K and leaving 10,762 shares worth $2.6M. The position accounts for 0.56% of the portfolio, ranked #52.

NovaPoint Capital first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.71M in Q2 2026. 506 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

NovaPoint Capital held 10,762 shares of Vertiv worth $2.6M as of Q3 2026.
NovaPoint Capital sold 318 Vertiv shares in Q3 2026, an estimated $86.6K.
Vertiv made up 0.56% of NovaPoint Capital's portfolio in Q3 2026, its #52 holding.
NovaPoint Capital first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
NovaPoint Capital's Vertiv position peaked at $3.71M in Q2 2026.
506 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on NovaPoint Capital's 13F filing for Q3 2026, filed 22 Oct 2026.