Range Financial Group
VRT icon

Range Financial Group’s Vertiv VRT Stock Holding History

Range Financial 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
2026
Q3 		$511K Sell
2,116
-1,492
-41% -$406K 0.14% 139
2026
Q2 		$1.21M Buy
3,608
+987
+38% +$313K 0.33% 96
2026
Q1 		$657K Buy
2,621
+174
+7% +$38.6K 0.22% 113
2025
Q4 		$396K Buy
+2,447
New +$425K 0.14% 153

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Robeco Institutional Asset Management
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Chicago Capital
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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

Range Financial Group's VRT Position: Q3 2026 in Review

Range Financial Group reduced its Vertiv (VRT) stake by 41% in Q3 2026, selling an estimated $406K and leaving 2,116 shares worth $511K. The position accounts for 0.14% of the portfolio, ranked #139.

Range Financial Group first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.21M in Q2 2026. 412 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Range Financial Group held 2,116 shares of Vertiv worth $511K as of Q3 2026.
  • Range Financial Group sold 1,492 Vertiv shares in Q3 2026, an estimated $406K.
  • Vertiv made up 0.14% of Range Financial Group's portfolio in Q3 2026, its #139 holding.
  • Range Financial Group first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • Range Financial Group's Vertiv position peaked at $1.21M in Q2 2026.
  • 412 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Range Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.