Sigma Planning Corp’s Vertiv VRT Stock Holding History

Sigma Planning Corp’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	$2.55M	Sell	10,592 -10,097	-49%	-$2.75M	0.07%	300
2026 Q2	$6.93M	Sell	20,689 -6,334	-23%	-$2.01M	0.17%	119
2026 Q1	$6.77M	Sell	27,023 -560	-2%	-$124K	0.19%	106
2025 Q4	$4.47M	Buy	27,583 +1,754	+7%	+$305K	0.12%	165
2025 Q3	$3.9M	Buy	25,829 +14,964	+138%	+$2M	0.11%	190
2025 Q2	$1.4M	Buy	10,865 +2,611	+32%	+$254K	0.04%	394
2025 Q1	$596K	Sell	8,254 -17,226	-68%	-$1.83M	0.02%	659
2024 Q4	$2.89M	Buy	25,480 +6,799	+36%	+$807K	0.09%	213
2024 Q3	$1.86M	Buy	18,681 +13,147	+238%	+$1.09M	0.06%	309
2024 Q2	$479K	Sell	5,534 -21,183	-79%	-$1.93M	0.02%	739
2024 Q1	$2.18M	Buy	26,717 +8,499	+47%	+$534K	0.07%	285
2023 Q4	$875K	Sell	18,218 -34,294	-65%	-$1.46M	0.07%	298
2023 Q3	$1.95M	Buy	+52,512	New	+$1.73M	0.07%	280

Other funds holding VRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Sigma Planning Corp's VRT Position: Q3 2026 in Review

Sigma Planning Corp reduced its Vertiv (VRT) stake by 49% in Q3 2026, selling an estimated $2.75M and leaving 10,592 shares worth $2.55M. The position accounts for 0.07% of the portfolio, ranked #300.

Sigma Planning Corp first reported a position in VRT in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.93M in Q2 2026. 1,141 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Sigma Planning Corp held 10,592 shares of Vertiv worth $2.55M as of Q3 2026.
Sigma Planning Corp sold 10,097 Vertiv shares in Q3 2026, an estimated $2.75M.
Vertiv made up 0.07% of Sigma Planning Corp's portfolio in Q3 2026, its #300 holding.
Sigma Planning Corp first reported a position in Vertiv in Q3 2023 and has held it in 13 quarters since.
Sigma Planning Corp's Vertiv position peaked at $6.93M in Q2 2026.
1,141 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.