PCS
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Private Client Services’s Vertiv VRT Stock Holding History

Private Client Services’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 		– Sell
-653
Closed -$219K – 266
2026
Q2 		$219K Buy
+653
New +$207K 0.06% 209

Other funds holding VRT

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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Private Client Services's VRT Position: Q3 2026 in Review

Private Client Services sold out of Vertiv (VRT) in Q3 2026, closing a stake of 653 shares — an estimated $219K sold.

Private Client Services first reported a position in VRT in Q2 2026 and held it in 1 quarter. The position peaked at $219K in Q2 2026. 264 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Private Client Services reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • Private Client Services sold 653 Vertiv shares in Q3 2026, an estimated $219K.
  • Private Client Services first reported a position in Vertiv in Q2 2026 and held it in 1 quarter.
  • Private Client Services's Vertiv position peaked at $219K in Q2 2026.
  • 264 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.