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Riversedge Advisors’s Vertiv VRT Stock Holding History

Riversedge Advisors’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 		$262K Buy
1,085
+236
+28% +$64.3K 0.03% 285
2026
Q2 		$284K Buy
+849
New +$269K 0.04% 216

Other funds holding VRT

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Riversedge Advisors's VRT Position: Q3 2026 in Review

Riversedge Advisors increased its Vertiv (VRT) stake by 28% in Q3 2026, buying an estimated $64.3K and bringing the position to 1,085 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #285.

Riversedge Advisors first reported a position in VRT in Q2 2026 and has held it in 2 quarters since. The position peaked at $284K in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Riversedge Advisors held 1,085 shares of Vertiv worth $262K as of Q3 2026.
  • Riversedge Advisors bought 236 Vertiv shares in Q3 2026, an estimated $64.3K.
  • Vertiv made up 0.03% of Riversedge Advisors's portfolio in Q3 2026, its #285 holding.
  • Riversedge Advisors first reported a position in Vertiv in Q2 2026 and has held it in 2 quarters since.
  • Riversedge Advisors's Vertiv position peaked at $284K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.