Terra Nova Asset Management
VRT icon

Terra Nova Asset Management’s Vertiv VRT Stock Holding History

Terra Nova Asset Management’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 		$3.27M Buy
13,544
+933
+7% +$254K 2.1% 13
2026
Q2 		$4.22M Sell
12,611
-205
-2% -$65K 2.58% 9
2026
Q1 		$3.21M Sell
12,816
-22
-0.2% -$4.88K 2.38% 12
2025
Q4 		$2.08M Buy
12,838
+664
+5% +$115K 1.37% 33
2025
Q3 		$1.84M Buy
+12,174
New +$1.62M 1.16% 39

Other funds holding VRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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

Terra Nova Asset Management's VRT Position: Q3 2026 in Review

Terra Nova Asset Management increased its Vertiv (VRT) stake by 7.4% in Q3 2026, buying an estimated $254K and bringing the position to 13,544 shares worth $3.27M. The position accounts for 2.1% of the portfolio, ranked #13.

Terra Nova Asset Management first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.22M in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Terra Nova Asset Management held 13,544 shares of Vertiv worth $3.27M as of Q3 2026.
  • Terra Nova Asset Management bought 933 Vertiv shares in Q3 2026, an estimated $254K.
  • Vertiv made up 2.1% of Terra Nova Asset Management's portfolio in Q3 2026, its #13 holding.
  • Terra Nova Asset Management first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • Terra Nova Asset Management's Vertiv position peaked at $4.22M in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Terra Nova Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.