Teamwork Financial Advisors’s Vertiv VRT Stock Holding History

Teamwork Financial 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	$11.2M	Buy	+46,207	New	+$12.6M	1.23%	44

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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Teamwork Financial Advisors's VRT Position: Q3 2026 in Review

Teamwork Financial Advisors opened a new position in Vertiv (VRT) in Q3 2026: 46,207 shares worth $11.2M. The stake represents 1.23% of the portfolio and ranks #44 among its holdings.

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

Teamwork Financial Advisors held 46,207 shares of Vertiv worth $11.2M as of Q3 2026.
Vertiv was a new Teamwork Financial Advisors position in Q3 2026.
Vertiv made up 1.23% of Teamwork Financial Advisors's portfolio in Q3 2026, its #44 holding.
351 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.