Spurstone Advisory Services’s Vertiv VRT Stock Holding History

Spurstone Advisory Services’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	$7.38K	Buy	+30	New	+$8.17K	0.1%	46

Other funds holding VRT

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Spurstone Advisory Services's VRT Position: Q3 2026 in Review

Spurstone Advisory Services opened a new position in Vertiv (VRT) in Q3 2026: 30 shares worth $7.38K. The stake represents 0.1% of the portfolio and ranks #46 among its holdings.

854 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Spurstone Advisory Services held 30 shares of Vertiv worth $7.38K as of Q3 2026.
Vertiv was a new Spurstone Advisory Services position in Q3 2026.
Vertiv made up 0.1% of Spurstone Advisory Services's portfolio in Q3 2026, its #46 holding.
854 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.