Prentice Wealth Management
VRT icon

Prentice Wealth Management’s Vertiv VRT Stock Holding History

Prentice Wealth Management’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 		$545K Buy
2,260
+736
+48% +$201K 0.11% 80
2026
Q2 		$510K Buy
1,524
+124
+9% +$39.3K 0.11% 83
2026
Q1 		$351K Buy
1,400
+9
+0.6% +$2K 0.08% 96
2025
Q4 		$225K Hold
1,391
– – 0.05% 110
2025
Q3 		$210K Buy
+1,391
New +$186K 0.05% 110

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

Prentice Wealth Management's VRT Position: Q3 2026 in Review

Prentice Wealth Management increased its Vertiv (VRT) stake by 48% in Q3 2026, buying an estimated $201K and bringing the position to 2,260 shares worth $545K. The position accounts for 0.11% of the portfolio, ranked #80.

Prentice Wealth Management first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. 381 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Prentice Wealth Management held 2,260 shares of Vertiv worth $545K as of Q3 2026.
  • Prentice Wealth Management bought 736 Vertiv shares in Q3 2026, an estimated $201K.
  • Vertiv made up 0.11% of Prentice Wealth Management's portfolio in Q3 2026, its #80 holding.
  • Prentice Wealth Management first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • 381 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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