SWA
VRT icon

Sax Wealth Advisors’s Vertiv VRT Stock Holding History

Sax Wealth 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
Q2 		$1.63M Sell
6,490
-176
-3% -$55.8K 0.07% 171
2026
Q1 		$1.08M Hold
6,666
– – 0.05% 187
2025
Q4 		$1.08M Buy
6,666
+2,437
+58% +$423K 0.05% 192
2025
Q3 		$638K Sell
4,229
-106
-2% -$14.1K 0.03% 240
2025
Q2 		$557K Sell
4,335
-102
-2% -$9.92K 0.03% 240
2025
Q1 		$320K Sell
4,437
-2,193
-33% -$233K 0.02% 283
2024
Q4 		$753K Sell
6,630
-563
-8% -$66.8K 0.06% 148
2024
Q3 		$716K Buy
7,193
+419
+6% +$34.7K 0.06% 124
2024
Q2 		$586K Buy
6,774
+3,434
+103% +$313K 0.06% 130
2024
Q1 		$273K Buy
+3,340
New +$210K 0.03% 154

Other funds holding VRT

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM