Prosperitas Financial
VRT icon

Prosperitas Financial’s Vertiv VRT Stock Holding History

Prosperitas Financial’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 		$6.05M Sell
25,080
-1,395
-5% -$380K 1.82% 19
2026
Q2 		$8.86M Buy
26,475
+175
+0.7% +$55.5K 2.84% 15
2026
Q1 		$6.59M Sell
26,300
-126
-0.5% -$28K 2.46% 16
2025
Q4 		$4.28M Buy
26,426
+453
+2% +$78.6K 1.66% 21
2025
Q3 		$3.92M Buy
+25,973
New +$3.46M 1.62% 22

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Prosperitas Financial's VRT Position: Q3 2026 in Review

Prosperitas Financial reduced its Vertiv (VRT) stake by 5.3% in Q3 2026, selling an estimated $380K and leaving 25,080 shares worth $6.05M. The position accounts for 1.82% of the portfolio, ranked #19.

Prosperitas Financial first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.86M in Q2 2026. 1,235 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Prosperitas Financial held 25,080 shares of Vertiv worth $6.05M as of Q3 2026.
  • Prosperitas Financial sold 1,395 Vertiv shares in Q3 2026, an estimated $380K.
  • Vertiv made up 1.82% of Prosperitas Financial's portfolio in Q3 2026, its #19 holding.
  • Prosperitas Financial first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • Prosperitas Financial's Vertiv position peaked at $8.86M in Q2 2026.
  • 1,235 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.