Optimist Retirement Group
VRT icon

Optimist Retirement Group’s Vertiv VRT Stock Holding History

Optimist Retirement 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 		$596K Hold
2,468
– – 0.24% 66
2026
Q2 		$826K Buy
2,468
+61
+3% +$19.3K 0.32% 54
2026
Q1 		$603K Sell
2,407
-55
-2% -$12.2K 0.27% 51
2025
Q4 		$399K Hold
2,462
– – 0.18% 70
2025
Q3 		$371K Sell
2,462
-690
-22% -$92K 0.17% 74
2025
Q2 		$405K Buy
3,152
+259
+9% +$25.2K 0.19% 58
2025
Q1 		$209K Buy
2,893
+600
+26% +$63.9K 0.1% 114
2024
Q4 		$261K Sell
2,293
-384
-14% -$45.6K 0.12% 81
2024
Q3 		$266K Sell
2,677
-76
-3% -$6.3K 0.12% 75
2024
Q2 		$238K Buy
2,753
+8
+0.3% +$728 0.13% 78
2024
Q1 		$224K Buy
+2,745
New +$172K 0.12% 84

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Optimist Retirement Group's VRT Position: Q3 2026 in Review

Optimist Retirement Group held its Vertiv (VRT) position steady in Q3 2026 at 2,468 shares worth $596K. The position accounts for 0.24% of the portfolio, ranked #66.

Optimist Retirement Group first reported a position in VRT in Q1 2024 and has held it in 11 quarters since. The position peaked at $826K in Q2 2026. 803 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Optimist Retirement Group held 2,468 shares of Vertiv worth $596K as of Q3 2026.
  • Optimist Retirement Group left its Vertiv share count unchanged in Q3 2026.
  • Vertiv made up 0.24% of Optimist Retirement Group's portfolio in Q3 2026, its #66 holding.
  • Optimist Retirement Group first reported a position in Vertiv in Q1 2024 and has held it in 11 quarters since.
  • Optimist Retirement Group's Vertiv position peaked at $826K in Q2 2026.
  • 803 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.