PWA
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Portus Wealth Advisors’s Vertiv VRT Stock Holding History

Portus 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 		$270K Buy
1,118
+112
+11% +$30.5K 0.22% 45
2026
Q2 		$337K Buy
1,006
+991
+6,607% +$314K 0.28% 43
2026
Q1 		$3.76K Buy
+15
New +$3.33K ﹤0.01% 199

Other funds holding VRT

CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

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

Portus Wealth Advisors increased its Vertiv (VRT) stake by 11% in Q3 2026, buying an estimated $30.5K and bringing the position to 1,118 shares worth $270K. The position accounts for 0.22% of the portfolio, ranked #45.

Portus Wealth Advisors first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $337K in Q2 2026. 125 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Portus Wealth Advisors held 1,118 shares of Vertiv worth $270K as of Q3 2026.
  • Portus Wealth Advisors bought 112 Vertiv shares in Q3 2026, an estimated $30.5K.
  • Vertiv made up 0.22% of Portus Wealth Advisors's portfolio in Q3 2026, its #45 holding.
  • Portus Wealth Advisors first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • Portus Wealth Advisors's Vertiv position peaked at $337K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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