Outlook Wealth Advisors’s Vertiv VRT Stock Holding History

Outlook Wealth Advisors’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	$893K	Sell	3,702 -368	-9%	-$100K	0.19%	111
2026 Q2	$1.35M	Sell	4,070 -288	-7%	-$91.3K	0.29%	77
2026 Q1	$1.09M	Sell	4,358 -99	-2%	-$22K	0.26%	79
2025 Q4	$722K	Sell	4,457 -2,376	-35%	-$413K	0.16%	123
2025 Q3	$1.03M	Buy	6,833 +37	+0.5%	+$4.94K	0.26%	85
2025 Q2	$873K	Buy	6,796 +219	+3%	+$21.3K	0.22%	89
2025 Q1	$475K	Buy	+6,577	New	+$700K	0.13%	141

Other funds holding VRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Outlook Wealth Advisors's VRT Position: Q3 2026 in Review

Outlook Wealth Advisors reduced its Vertiv (VRT) stake by 9% in Q3 2026, selling an estimated $100K and leaving 3,702 shares worth $893K. The position accounts for 0.19% of the portfolio, ranked #111.

Outlook Wealth Advisors first reported a position in VRT in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.35M in Q2 2026. 1,151 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Outlook Wealth Advisors held 3,702 shares of Vertiv worth $893K as of Q3 2026.
Outlook Wealth Advisors sold 368 Vertiv shares in Q3 2026, an estimated $100K.
Vertiv made up 0.19% of Outlook Wealth Advisors's portfolio in Q3 2026, its #111 holding.
Outlook Wealth Advisors first reported a position in Vertiv in Q1 2025 and has held it in 7 quarters since.
Outlook Wealth Advisors's Vertiv position peaked at $1.35M in Q2 2026.
1,151 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.