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Ridgeline Wealth’s Vertiv VRT Stock Holding History

Ridgeline Wealth’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 		$227K Buy
955
+30
+3% +$8.17K 0.13% 54
2026
Q2 		$310K Sell
925
-10
-1% -$3.17K 0.18% 46
2026
Q1 		$234K Buy
+935
New +$208K 0.17% 47

Other funds holding VRT

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
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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
NW
N10 Wealth Greenwich, Connecticut $348M AUM
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Ridgeline Wealth's VRT Position: Q3 2026 in Review

Ridgeline Wealth increased its Vertiv (VRT) stake by 3.2% in Q3 2026, buying an estimated $8.17K and bringing the position to 955 shares worth $227K. The position accounts for 0.13% of the portfolio, ranked #54.

Ridgeline Wealth first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $310K in Q2 2026. 184 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Ridgeline Wealth held 955 shares of Vertiv worth $227K as of Q3 2026.
  • Ridgeline Wealth bought 30 Vertiv shares in Q3 2026, an estimated $8.17K.
  • Vertiv made up 0.13% of Ridgeline Wealth's portfolio in Q3 2026, its #54 holding.
  • Ridgeline Wealth first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • Ridgeline Wealth's Vertiv position peaked at $310K in Q2 2026.
  • 184 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.