Summit Wealth Group (Colorado)
VRT icon

Summit Wealth Group (Colorado)’s Vertiv VRT Stock Holding History

Summit Wealth Group (Colorado)’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 		$238K Buy
988
+10
+1% +$2.72K 0.02% 394
2026
Q2 		$327K Buy
978
+67
+7% +$21.2K 0.03% 285
2026
Q1 		$228K Buy
+911
New +$202K 0.02% 306

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Summit Wealth Group (Colorado)'s VRT Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Vertiv (VRT) stake by 1% in Q3 2026, buying an estimated $2.72K and bringing the position to 988 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #394.

Summit Wealth Group (Colorado) first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $327K in Q2 2026. 1,141 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Summit Wealth Group (Colorado) held 988 shares of Vertiv worth $238K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 10 Vertiv shares in Q3 2026, an estimated $2.72K.
  • Vertiv made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #394 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Vertiv position peaked at $327K in Q2 2026.
  • 1,141 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.