RIA Advisory Group
VRT icon

RIA Advisory Group’s Vertiv VRT Stock Holding History

RIA Advisory 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 		– Sell
-1,300
Closed -$435K – 162
2026
Q2 		$435K Buy
1,300
+5
+0.4% +$1.59K 0.09% 97
2026
Q1 		$325K Buy
+1,295
New +$287K 0.08% 113

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
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

RIA Advisory Group's VRT Position: Q3 2026 in Review

RIA Advisory Group sold out of Vertiv (VRT) in Q3 2026, closing a stake of 1,300 shares — an estimated $435K sold.

RIA Advisory Group first reported a position in VRT in Q1 2026 and held it in 2 quarters. The position peaked at $435K in Q2 2026. 386 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • RIA Advisory Group reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • RIA Advisory Group sold 1,300 Vertiv shares in Q3 2026, an estimated $435K.
  • RIA Advisory Group first reported a position in Vertiv in Q1 2026 and held it in 2 quarters.
  • RIA Advisory Group's Vertiv position peaked at $435K in Q2 2026.
  • 386 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.