Steel Grove Capital Advisors’s Vertiv VRT Stock Holding History

Steel Grove Capital 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 Q3	$1.45M	Hold	5,999	–	–	0.13%	91
2026 Q2	$2.01M	Hold	5,999	–	–	0.19%	60
2026 Q1	$1.5M	Buy	5,999 +4	+0.1%	+$888	0.16%	81
2025 Q4	$971K	Buy	5,995 +495	+9%	+$85.9K	0.1%	94
2025 Q3	$706K	Hold	5,500	–	–	0.08%	108
2025 Q2	$706K	Hold	5,500	–	–	0.08%	109
2025 Q1	$397K	Hold	5,500	–	–	0.06%	124
2024 Q4	$625K	Sell	5,500 -250	-4%	-$29.7K	0.09%	102
2024 Q3	$566K	Buy	5,750 +750	+15%	+$62.2K	0.08%	110
2024 Q2	$433K	Hold	5,000	–	–	0.06%	125
2024 Q1	$408K	Buy	+5,000	New	+$314K	0.05%	140

Other funds holding VRT

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Steel Grove Capital Advisors's VRT Position: Q3 2026 in Review

Steel Grove Capital Advisors held its Vertiv (VRT) position steady in Q3 2026 at 5,999 shares worth $1.45M. The position accounts for 0.13% of the portfolio, ranked #91.

Steel Grove Capital Advisors first reported a position in VRT in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.01M in Q2 2026. 220 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Steel Grove Capital Advisors held 5,999 shares of Vertiv worth $1.45M as of Q3 2026.
Steel Grove Capital Advisors left its Vertiv share count unchanged in Q3 2026.
Vertiv made up 0.13% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #91 holding.
Steel Grove Capital Advisors first reported a position in Vertiv in Q1 2024 and has held it in 11 quarters since.
Steel Grove Capital Advisors's Vertiv position peaked at $2.01M in Q2 2026.
220 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.