Smith Salley Wealth Management’s Vertiv VRT Stock Holding History

Smith Salley Wealth Management’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	$4.83M	Buy	20,004 +2,212	+12%	+$603K	0.2%	79
2026 Q2	$5.96M	Sell	17,792 -2,022	-10%	-$641K	0.26%	73
2026 Q1	$4.97M	Sell	19,814 -2,907	-13%	-$645K	0.25%	74
2025 Q4	$3.68M	Buy	22,721 +166	+0.7%	+$28.8K	0.18%	86
2025 Q3	$3.4M	Buy	22,555 +985	+5%	+$131K	0.18%	86
2025 Q2	$2.77M	Buy	21,570 +1,981	+10%	+$193K	0.16%	92
2025 Q1	$1.41M	Buy	+19,589	New	+$2.09M	0.09%	121

Other funds holding VRT

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Smith Salley Wealth Management's VRT Position: Q3 2026 in Review

Smith Salley Wealth Management increased its Vertiv (VRT) stake by 12% in Q3 2026, buying an estimated $603K and bringing the position to 20,004 shares worth $4.83M. The position accounts for 0.2% of the portfolio, ranked #79.

Smith Salley Wealth Management first reported a position in VRT in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.96M in Q2 2026. 1,232 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Smith Salley Wealth Management held 20,004 shares of Vertiv worth $4.83M as of Q3 2026.
Smith Salley Wealth Management bought 2,212 Vertiv shares in Q3 2026, an estimated $603K.
Vertiv made up 0.2% of Smith Salley Wealth Management's portfolio in Q3 2026, its #79 holding.
Smith Salley Wealth Management first reported a position in Vertiv in Q1 2025 and has held it in 7 quarters since.
Smith Salley Wealth Management's Vertiv position peaked at $5.96M in Q2 2026.
1,232 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.