Root Financial Partners
VRT icon

Root Financial Partners’s Vertiv VRT Stock Holding History

Root Financial Partners’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 		$322K Sell
1,334
-173
-11% -$47.1K 0.01% 304
2026
Q2 		$505K Buy
1,507
+415
+38% +$132K 0.02% 193
2026
Q1 		$274K Buy
1,092
+440
+67% +$97.7K 0.01% 271
2025
Q4 		$106K Buy
652
+42
+7% +$7.29K 0.01% 447
2025
Q3 		$92K Buy
+610
New +$81.4K 0.01% 467

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's VRT Position: Q3 2026 in Review

Root Financial Partners reduced its Vertiv (VRT) stake by 11% in Q3 2026, selling an estimated $47.1K and leaving 1,334 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #304.

Root Financial Partners first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $505K in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Root Financial Partners held 1,334 shares of Vertiv worth $322K as of Q3 2026.
  • Root Financial Partners sold 173 Vertiv shares in Q3 2026, an estimated $47.1K.
  • Vertiv made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #304 holding.
  • Root Financial Partners first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Vertiv position peaked at $505K in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.