PFP
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Polaris Financial Partners’s Vertiv VRT Stock Holding History

Polaris Financial 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 		$4.23M Buy
+17,435
New +$4.75M 1.89% 14

Other funds holding VRT

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Polaris Financial Partners's VRT Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Vertiv (VRT) in Q3 2026: 17,435 shares worth $4.23M. The stake represents 1.89% of the portfolio and ranks #14 among its holdings.

11 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Polaris Financial Partners held 17,435 shares of Vertiv worth $4.23M as of Q3 2026.
  • Vertiv was a new Polaris Financial Partners position in Q3 2026.
  • Vertiv made up 1.89% of Polaris Financial Partners's portfolio in Q3 2026, its #14 holding.
  • 11 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.