Private Advisor Group
VRT icon

Private Advisor Group’s Vertiv VRT Stock Holding History

Private Advisor 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
2022
Q1 		– Sell
-10,000
Closed -$2K – 2292
2021
Q4 		$2K Buy
+10,000
New +$250K ﹤0.01% 2141

Other funds holding VRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Advisor Group's VRT Position: Q3 2026 in Review

Private Advisor Group increased its Vertiv (VRT) stake by 51% in Q3 2026, buying an estimated $8.8M and bringing the position to 95,103 shares worth $22.9M. The position accounts for 0.08% of the portfolio, ranked #266.

Private Advisor Group first reported a position in VRT in Q4 2021 and has held it in 13 quarters since. The position peaked at $23.9M in Q1 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Private Advisor Group held 95,103 shares of Vertiv worth $22.9M as of Q3 2026.
  • Private Advisor Group bought 32,295 Vertiv shares in Q3 2026, an estimated $8.8M.
  • Vertiv made up 0.08% of Private Advisor Group's portfolio in Q3 2026, its #266 holding.
  • Private Advisor Group first reported a position in Vertiv in Q4 2021 and has held it in 13 quarters since.
  • Private Advisor Group's Vertiv position peaked at $23.9M in Q1 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.