Quantum Financial Partners’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$547K Buy
2,266
+807
+55% +$220K 0.28% 71
2026
Q2
$489K Buy
+1,459
New +$463K 0.25% 80

Other funds holding VRT

Quantum Financial Partners's VRT Position: Q3 2026 in Review

Quantum Financial Partners increased its Vertiv (VRT) stake by 55% in Q3 2026, buying an estimated $220K and bringing the position to 2,266 shares worth $547K. The position accounts for 0.28% of the portfolio, ranked #71.

Quantum Financial Partners first reported a position in VRT in Q2 2026 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Quantum Financial Partners held 2,266 shares of Vertiv worth $547K as of Q3 2026.
  • Quantum Financial Partners bought 807 Vertiv shares in Q3 2026, an estimated $220K.
  • Vertiv made up 0.28% of Quantum Financial Partners's portfolio in Q3 2026, its #71 holding.
  • Quantum Financial Partners first reported a position in Vertiv in Q2 2026 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.