Portside Wealth Group
VRT icon

Portside Wealth Group’s Vertiv VRT Stock Holding History

Portside Wealth 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 		$699K Buy
2,897
+645
+29% +$176K 0.08% 240
2026
Q2 		$754K Buy
2,252
+541
+32% +$172K 0.09% 227
2026
Q1 		$429K Buy
1,711
+383
+29% +$85K 0.06% 291
2025
Q4 		$215K Buy
+1,328
New +$231K 0.03% 434

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Portside Wealth Group's VRT Position: Q3 2026 in Review

Portside Wealth Group increased its Vertiv (VRT) stake by 29% in Q3 2026, buying an estimated $176K and bringing the position to 2,897 shares worth $699K. The position accounts for 0.08% of the portfolio, ranked #240.

Portside Wealth Group first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $754K in Q2 2026. 412 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Portside Wealth Group held 2,897 shares of Vertiv worth $699K as of Q3 2026.
  • Portside Wealth Group bought 645 Vertiv shares in Q3 2026, an estimated $176K.
  • Vertiv made up 0.08% of Portside Wealth Group's portfolio in Q3 2026, its #240 holding.
  • Portside Wealth Group first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • Portside Wealth Group's Vertiv position peaked at $754K in Q2 2026.
  • 412 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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