Sunburst Financial Group
VRT icon

Sunburst Financial Group’s Vertiv VRT Stock Holding History

Sunburst Financial Group’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 		$235K Buy
975
+231
+31% +$62.9K 0.04% 123
2026
Q2 		$249K Buy
+744
New +$236K 0.04% 122

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State Street
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JP Morgan Chase
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sunburst Financial Group's VRT Position: Q3 2026 in Review

Sunburst Financial Group increased its Vertiv (VRT) stake by 31% in Q3 2026, buying an estimated $62.9K and bringing the position to 975 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #123.

Sunburst Financial Group first reported a position in VRT in Q2 2026 and has held it in 2 quarters since. The position peaked at $249K in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Sunburst Financial Group held 975 shares of Vertiv worth $235K as of Q3 2026.
  • Sunburst Financial Group bought 231 Vertiv shares in Q3 2026, an estimated $62.9K.
  • Vertiv made up 0.04% of Sunburst Financial Group's portfolio in Q3 2026, its #123 holding.
  • Sunburst Financial Group first reported a position in Vertiv in Q2 2026 and has held it in 2 quarters since.
  • Sunburst Financial Group's Vertiv position peaked at $249K in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.