Physician Wealth Advisors
VRT icon

Physician Wealth Advisors’s Vertiv VRT Stock Holding History

Physician 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 		$158K Buy
654
+281
+75% +$76.6K 0.02% 254
2026
Q2 		$125K Buy
373
+81
+28% +$25.7K 0.01% 283
2026
Q1 		$73.1K Sell
292
-21
-7% -$4.66K 0.01% 328
2025
Q4 		$50.8K Buy
313
+50
+19% +$8.68K 0.01% 390
2025
Q3 		$39.7K Buy
263
+188
+251% +$25.1K 0.01% 414
2025
Q2 		$9.6K Buy
75
+21
+39% +$2.04K ﹤0.01% 655
2025
Q1 		$3.88K Buy
54
+39
+260% +$4.15K ﹤0.01% 775
2024
Q4 		$1.72K Buy
+15
New +$1.78K ﹤0.01% 866

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

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

Physician Wealth Advisors increased its Vertiv (VRT) stake by 75% in Q3 2026, buying an estimated $76.6K and bringing the position to 654 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #254.

Physician Wealth Advisors first reported a position in VRT in Q4 2024 and has held it in 8 quarters since. 1,141 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Physician Wealth Advisors held 654 shares of Vertiv worth $158K as of Q3 2026.
  • Physician Wealth Advisors bought 281 Vertiv shares in Q3 2026, an estimated $76.6K.
  • Vertiv made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #254 holding.
  • Physician Wealth Advisors first reported a position in Vertiv in Q4 2024 and has held it in 8 quarters since.
  • 1,141 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.