Premier Path Wealth Partners
VRT icon

Premier Path Wealth Partners’s Vertiv VRT Stock Holding History

Premier Path Wealth 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 		$266K Buy
1,102
+88
+9% +$24K 0.03% 343
2026
Q2 		$340K Buy
1,014
+125
+14% +$39.6K 0.04% 338
2026
Q1 		$223K Buy
+889
New +$197K 0.03% 382

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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

Premier Path Wealth Partners's VRT Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Vertiv (VRT) stake by 8.7% in Q3 2026, buying an estimated $24K and bringing the position to 1,102 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #343.

Premier Path Wealth Partners first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $340K in Q2 2026. 366 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Premier Path Wealth Partners held 1,102 shares of Vertiv worth $266K as of Q3 2026.
  • Premier Path Wealth Partners bought 88 Vertiv shares in Q3 2026, an estimated $24K.
  • Vertiv made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #343 holding.
  • Premier Path Wealth Partners first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • Premier Path Wealth Partners's Vertiv position peaked at $340K in Q2 2026.
  • 366 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.