REX Advisers’s Vertiv VRT Stock Holding History

REX Advisers’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	–	Sell	-11,800	Closed	-$280K	–	84
2026 Q2	$280K	Buy	+11,800	New	+$3.74M	0.63%	27

Other funds holding VRT

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

REX Advisers's VRT Position: Q3 2026 in Review

REX Advisers sold out of Vertiv (VRT) in Q3 2026, closing a stake of 5,900 shares — an estimated $1.98M sold.

REX Advisers first reported a position in VRT in Q2 2026 and held it in 1 quarter. The position peaked at $1.98M in Q2 2026. 62 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

REX Advisers reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
REX Advisers sold 5,900 Vertiv shares in Q3 2026, an estimated $1.98M.
REX Advisers first reported a position in Vertiv in Q2 2026 and held it in 1 quarter.
REX Advisers's Vertiv position peaked at $1.98M in Q2 2026.
62 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on REX Advisers's 13F filing for Q3 2026, filed 8 Oct 2026.