TA
VRT icon

Tactive Advisors’s Vertiv VRT Stock Holding History

Tactive 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 		$971K Buy
4,022
+87
+2% +$23.7K 0.23% 93
2026
Q2 		$1.32M Buy
3,935
+105
+3% +$33.3K 0.32% 71
2026
Q1 		$960K Buy
3,830
+933
+32% +$207K 0.27% 86
2025
Q4 		$469K Sell
2,897
-1,704
-37% -$296K 0.14% 151
2025
Q3 		$694K Sell
4,601
-888
-16% -$118K 0.2% 115
2025
Q2 		$705K Buy
+5,489
New +$534K 0.23% 101

Other funds holding VRT

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Tactive Advisors's VRT Position: Q3 2026 in Review

Tactive Advisors increased its Vertiv (VRT) stake by 2.2% in Q3 2026, buying an estimated $23.7K and bringing the position to 4,022 shares worth $971K. The position accounts for 0.23% of the portfolio, ranked #93.

Tactive Advisors first reported a position in VRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.32M in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Tactive Advisors held 4,022 shares of Vertiv worth $971K as of Q3 2026.
  • Tactive Advisors bought 87 Vertiv shares in Q3 2026, an estimated $23.7K.
  • Vertiv made up 0.23% of Tactive Advisors's portfolio in Q3 2026, its #93 holding.
  • Tactive Advisors first reported a position in Vertiv in Q2 2025 and has held it in 6 quarters since.
  • Tactive Advisors's Vertiv position peaked at $1.32M in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.