Retirement Wealth Solutions
VRT icon

Retirement Wealth Solutions’s Vertiv VRT Stock Holding History

Retirement Wealth Solutions’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 		$12.1K Sell
50
-13
-21% -$3.54K 0.01% 243
2026
Q2 		$21.1K Hold
63
– – 0.01% 154
2026
Q1 		$15.8K Buy
63
+29
+85% +$6.44K 0.01% 167
2025
Q4 		$5.51K Buy
34
+1
+3% +$174 ﹤0.01% 298
2025
Q3 		$4.98K Buy
+33
New +$4.4K ﹤0.01% 309

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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
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
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Retirement Wealth Solutions's VRT Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Vertiv (VRT) stake by 21% in Q3 2026, selling an estimated $3.54K and leaving 50 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #243.

Retirement Wealth Solutions first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $21.1K in Q2 2026. 464 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Retirement Wealth Solutions held 50 shares of Vertiv worth $12.1K as of Q3 2026.
  • Retirement Wealth Solutions sold 13 Vertiv shares in Q3 2026, an estimated $3.54K.
  • Vertiv made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #243 holding.
  • Retirement Wealth Solutions first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Vertiv position peaked at $21.1K in Q2 2026.
  • 464 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.