Sagespring Wealth Partners
VRT icon

Sagespring Wealth Partners’s Vertiv VRT Stock Holding History

Sagespring Wealth 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 		$903K Buy
3,741
+421
+13% +$115K 0.01% 387
2026
Q2 		$1.11M Buy
3,320
+358
+12% +$114K 0.02% 322
2026
Q1 		$742K Buy
2,962
+169
+6% +$37.5K 0.01% 400
2025
Q4 		$452K Buy
2,793
+157
+6% +$27.3K 0.01% 502
2025
Q3 		$398K Buy
2,636
+125
+5% +$16.7K 0.01% 519
2025
Q2 		$322K Buy
+2,511
New +$244K 0.01% 555

Other funds holding VRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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

Sagespring Wealth Partners's VRT Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Vertiv (VRT) stake by 13% in Q3 2026, buying an estimated $115K and bringing the position to 3,741 shares worth $903K. The position accounts for 0.01% of the portfolio, ranked #387.

Sagespring Wealth Partners first reported a position in VRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Sagespring Wealth Partners held 3,741 shares of Vertiv worth $903K as of Q3 2026.
  • Sagespring Wealth Partners bought 421 Vertiv shares in Q3 2026, an estimated $115K.
  • Vertiv made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #387 holding.
  • Sagespring Wealth Partners first reported a position in Vertiv in Q2 2025 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Vertiv position peaked at $1.11M in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.