S.A. Mason
VRT icon

S.A. Mason’s Vertiv VRT Stock Holding History

S.A. Mason’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 		$1.37M Buy
5,684
+1
+0% +$272 0.4% 60
2026
Q2 		$1.9M Sell
5,683
-29
-0.5% -$9.2K 0.58% 47
2026
Q1 		$1.43M Sell
5,712
-16
-0.3% -$3.55K 0.54% 51
2025
Q4 		$928K Sell
5,728
-125
-2% -$21.7K 0.37% 72
2025
Q3 		$883K Hold
5,853
– – 0.39% 66
2025
Q2 		$752K Sell
5,853
-195
-3% -$19K 0.36% 69
2025
Q1 		$437K Buy
6,048
+5,498
+1,000% +$585K 0.23% 105
2024
Q4 		$62.5K Buy
+550
New +$65.3K 0.03% 259

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

S.A. Mason's VRT Position: Q3 2026 in Review

S.A. Mason increased its Vertiv (VRT) stake by 0.02% in Q3 2026, buying an estimated $272 and bringing the position to 5,684 shares worth $1.37M. The position accounts for 0.4% of the portfolio, ranked #60.

S.A. Mason first reported a position in VRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.9M in Q2 2026. 450 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • S.A. Mason held 5,684 shares of Vertiv worth $1.37M as of Q3 2026.
  • S.A. Mason bought 1 Vertiv share in Q3 2026, an estimated $272.
  • Vertiv made up 0.4% of S.A. Mason's portfolio in Q3 2026, its #60 holding.
  • S.A. Mason first reported a position in Vertiv in Q4 2024 and has held it in 8 quarters since.
  • S.A. Mason's Vertiv position peaked at $1.9M in Q2 2026.
  • 450 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.