Strategy Asset Managers’s Vertiv VRT Stock Holding History

Strategy Asset Managers’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	$685K	Buy	+2,840	New	+$774K	0.11%	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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 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

Strategy Asset Managers's VRT Position: Q3 2026 in Review

Strategy Asset Managers opened a new position in Vertiv (VRT) in Q3 2026: 2,840 shares worth $685K. The stake represents 0.11% of the portfolio and ranks #140 among its holdings.

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

Strategy Asset Managers held 2,840 shares of Vertiv worth $685K as of Q3 2026.
Vertiv was a new Strategy Asset Managers position in Q3 2026.
Vertiv made up 0.11% of Strategy Asset Managers's portfolio in Q3 2026, its #140 holding.
264 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.