Obermeyer Wealth Partners
VRT icon

Obermeyer Wealth Partners’s Vertiv VRT Stock Holding History

Obermeyer Wealth Partners’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 		$467K Buy
1,936
+66
+4% +$18K 0.02% 181
2026
Q2 		$626K Buy
1,870
+500
+36% +$159K 0.03% 157
2026
Q1 		$343K Hold
1,370
– – 0.02% 218
2025
Q4 		$222K Buy
1,370
+1
+0.1% +$174 0.01% 274
2025
Q3 		$207K Buy
+1,369
New +$183K 0.01% 282

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Obermeyer Wealth Partners's VRT Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Vertiv (VRT) stake by 3.5% in Q3 2026, buying an estimated $18K and bringing the position to 1,936 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #181.

Obermeyer Wealth Partners first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $626K in Q2 2026. 1,067 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Obermeyer Wealth Partners held 1,936 shares of Vertiv worth $467K as of Q3 2026.
  • Obermeyer Wealth Partners bought 66 Vertiv shares in Q3 2026, an estimated $18K.
  • Vertiv made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #181 holding.
  • Obermeyer Wealth Partners first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • Obermeyer Wealth Partners's Vertiv position peaked at $626K in Q2 2026.
  • 1,067 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.