Simplex Trading
VRT icon

Simplex Trading’s Vertiv VRT Stock Holding History

Simplex Trading’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 		$2.86M Buy
11,853
+6,388
+117% +$1.74M ﹤0.01% 1649
2026
Q2 		$1.83M Buy
+5,465
New +$1.73M ﹤0.01% 2137
2026
Q1 		– Sell
-151,799
Closed -$33.7M – 10279
2025
Q4 		$24.6M Buy
151,799
+89,462
+144% +$15.5M 0.01% 485
2025
Q3 		$9.4M Buy
62,337
+6,234
+11% +$832K ﹤0.01% 1016
2025
Q2 		$7.2M Buy
+56,103
New +$5.46M ﹤0.01% 1092
2023
Q3 		– Sell
-40,591
Closed -$1.34M – 9951
2023
Q2 		$1M Sell
40,591
-7,286
-15% -$125K ﹤0.01% 2593
2023
Q1 		$685K Buy
+47,877
New +$703K ﹤0.01% 2952
2022
Q4 		– Sell
-13,940
Closed -$186K – 10549
2022
Q3 		$135K Buy
13,940
+4,348
+45% +$48.8K ﹤0.01% 5116
2022
Q2 		$78K Sell
9,592
-2,756
-22% -$31.2K ﹤0.01% 5918
2022
Q1 		$172K Buy
+12,348
New +$220K ﹤0.01% 5372
2020
Q4 		– Sell
-20,609
Closed -$379K – 9159
2020
Q3 		$356K Buy
+20,609
New +$323K ﹤0.01% 3406

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Simplex Trading's VRT Position: Q3 2026 in Review

Simplex Trading increased its Vertiv (VRT) stake by 117% in Q3 2026, buying an estimated $1.74M and bringing the position to 11,853 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Simplex Trading first reported a position in VRT in Q3 2020 and has held it in 11 quarters since. The position peaked at $24.6M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Simplex Trading held 11,853 shares of Vertiv worth $2.86M as of Q3 2026.
  • Simplex Trading bought 6,388 Vertiv shares in Q3 2026, an estimated $1.74M.
  • Vertiv made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #1649 holding.
  • Simplex Trading first reported a position in Vertiv in Q3 2020 and has held it in 11 quarters since.
  • Simplex Trading's Vertiv position peaked at $24.6M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.