Peterson Wealth Services’s Vertiv VRT Stock Holding History

Peterson Wealth Services’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	$1.87M	Buy	7,749 +743	+11%	+$202K	0.39%	55
2026 Q2	$2.35M	Buy	7,006 +252	+4%	+$79.9K	0.51%	50
2026 Q1	$1.69M	Sell	6,754 -30	-0.4%	-$6.66K	0.42%	55
2025 Q4	$1.1M	Sell	6,784 -14,852	-69%	-$2.58M	0.28%	65
2025 Q3	$1.04M	Buy	21,636 +14,746	+214%	+$1.97M	0.26%	62
2025 Q2	$885K	Sell	6,890 -1	-0%	-$97	0.24%	63
2025 Q1	$498K	Buy	6,891 +103	+2%	+$11K	0.15%	93
2024 Q4	$771K	Buy	+6,788	New	+$806K	0.23%	76

Other funds holding VRT

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Peterson Wealth Services's VRT Position: Q3 2026 in Review

Peterson Wealth Services increased its Vertiv (VRT) stake by 11% in Q3 2026, buying an estimated $202K and bringing the position to 7,749 shares worth $1.87M. The position accounts for 0.39% of the portfolio, ranked #55.

Peterson Wealth Services first reported a position in VRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.35M in Q2 2026. 803 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Peterson Wealth Services held 7,749 shares of Vertiv worth $1.87M as of Q3 2026.
Peterson Wealth Services bought 743 Vertiv shares in Q3 2026, an estimated $202K.
Vertiv made up 0.39% of Peterson Wealth Services's portfolio in Q3 2026, its #55 holding.
Peterson Wealth Services first reported a position in Vertiv in Q4 2024 and has held it in 8 quarters since.
Peterson Wealth Services's Vertiv position peaked at $2.35M in Q2 2026.
803 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.