Symmetry Partners
VRT icon

Symmetry Partners’s Vertiv VRT Stock Holding History

Symmetry Partners’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 		$219K Buy
908
+172
+23% +$46.9K 0.01% 309
2026
Q2 		$246K Buy
+736
New +$233K 0.01% 220
2024
Q3 		– Sell
-21,972
Closed -$1.9M – 495
2024
Q2 		$1.9M Hold
21,972
– – 0.1% 88
2024
Q1 		$1.79M Sell
21,972
-2,952
-12% -$185K 0.14% 96
2023
Q4 		$1.22M Buy
+24,924
New +$1.06M 0.07% 144

Other funds holding VRT

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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

Symmetry Partners's VRT Position: Q3 2026 in Review

Symmetry Partners increased its Vertiv (VRT) stake by 23% in Q3 2026, buying an estimated $46.9K and bringing the position to 908 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #309.

Symmetry Partners first reported a position in VRT in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.9M in Q2 2024. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Symmetry Partners held 908 shares of Vertiv worth $219K as of Q3 2026.
  • Symmetry Partners bought 172 Vertiv shares in Q3 2026, an estimated $46.9K.
  • Vertiv made up 0.01% of Symmetry Partners's portfolio in Q3 2026, its #309 holding.
  • Symmetry Partners first reported a position in Vertiv in Q4 2023 and has held it in 5 quarters since.
  • Symmetry Partners's Vertiv position peaked at $1.9M in Q2 2024.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Symmetry Partners's 13F filing for Q3 2026, filed 27 Oct 2026.