PW Nova Financial Services
VRT icon

PW Nova Financial Services’s Vertiv VRT Stock Holding History

PW Nova Financial 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 		$1.95M Sell
8,087
-1,359
-14% -$370K 0.4% 65
2026
Q2 		$3.16M Sell
9,446
-29
-0.3% -$9.2K 0.68% 40
2026
Q1 		$2.37M Buy
+9,475
New +$2.1M 0.6% 45

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KBC Group
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New York State Teachers Retirement System (NYSTRS)
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Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
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Signature Estate & Investment Advisors
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Wealth Enhancement Advisory Services
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Annex Advisory Services
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

PW Nova Financial Services's VRT Position: Q3 2026 in Review

PW Nova Financial Services reduced its Vertiv (VRT) stake by 14% in Q3 2026, selling an estimated $370K and leaving 8,087 shares worth $1.95M. The position accounts for 0.4% of the portfolio, ranked #65.

PW Nova Financial Services first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.16M in Q2 2026. 506 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • PW Nova Financial Services held 8,087 shares of Vertiv worth $1.95M as of Q3 2026.
  • PW Nova Financial Services sold 1,359 Vertiv shares in Q3 2026, an estimated $370K.
  • Vertiv made up 0.4% of PW Nova Financial Services's portfolio in Q3 2026, its #65 holding.
  • PW Nova Financial Services first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • PW Nova Financial Services's Vertiv position peaked at $3.16M in Q2 2026.
  • 506 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.