Register Financial Advisors’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	$506K	Buy	2,096 +11	+0.5%	+$3K	0.16%	142
2026 Q2	$698K	Buy	2,085 +165	+9%	+$52.3K	0.21%	112
2026 Q1	$481K	Hold	1,920	–	–	0.18%	124
2025 Q4	$311K	Hold	1,920	–	–	0.12%	156
2025 Q3	$290K	Hold	1,920	–	–	0.11%	160
2025 Q2	$247K	Buy	+1,920	New	+$187K	0.11%	170
2025 Q1	–	Sell	-1,910	Closed	-$217K	–	315
2024 Q4	$217K	Buy	+1,910	New	+$227K	0.11%	164
2024 Q3	–	Sell	-85	Closed	-$7.36K	–	688
2024 Q2	$7.36K	Hold	85	–	–	﹤0.01%	563
2024 Q1	$6.94K	Buy	+85	New	+$5.34K	﹤0.01%	587

Other funds holding VRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Register Financial Advisors's VRT Position: Q3 2026 in Review

Register Financial Advisors increased its Vertiv (VRT) stake by 0.53% in Q3 2026, buying an estimated $3K and bringing the position to 2,096 shares worth $506K. The position accounts for 0.16% of the portfolio, ranked #142.

Register Financial Advisors first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $698K in Q2 2026. 1,053 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Register Financial Advisors held 2,096 shares of Vertiv worth $506K as of Q3 2026.
Register Financial Advisors bought 11 Vertiv shares in Q3 2026, an estimated $3K.
Vertiv made up 0.16% of Register Financial Advisors's portfolio in Q3 2026, its #142 holding.
Register Financial Advisors first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
Register Financial Advisors's Vertiv position peaked at $698K in Q2 2026.
1,053 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.