Toth Financial Advisory’s Vertiv VRT Stock Holding History

Toth Financial Advisory’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	$1.31M	Buy	5,412 +103	+2%	+$28.1K	0.13%	125
2026 Q2	$1.78M	Sell	5,309 -21	-0.4%	-$6.66K	0.17%	116
2026 Q1	$1.34M	Buy	5,330 +2,200	+70%	+$488K	0.15%	116
2025 Q4	$507K	Buy	3,130 +30	+1%	+$5.21K	0.06%	166
2025 Q3	$468K	Buy	3,100 +3,000	+3,000%	+$400K	0.05%	170
2025 Q2	$12.8K	Hold	100	–	–	﹤0.01%	468
2025 Q1	$7.22K	Buy	+100	New	+$10.6K	﹤0.01%	489
2024 Q4	–	Sell	-20	Closed	-$1.99K	–	756
2024 Q3	$1.99K	Hold	20	–	–	﹤0.01%	597
2024 Q2	$1.73K	Hold	20	–	–	﹤0.01%	624
2024 Q1	$1.63K	Sell	20 -20	-50%	-$1.26K	﹤0.01%	625
2023 Q4	$1.92K	Hold	40	–	–	﹤0.01%	623
2023 Q3	$1.49K	Buy	+40	New	+$1.32K	﹤0.01%	670
2021 Q3	–	Sell	-12,000	Closed	-$328K	–	799
2021 Q2	$328K	Hold	12,000	–	–	0.05%	162
2021 Q1	$240K	Buy	+12,000	New	+$242K	0.04%	193

Other funds holding VRT

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

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

Toth Financial Advisory's VRT Position: Q3 2026 in Review

Toth Financial Advisory increased its Vertiv (VRT) stake by 1.9% in Q3 2026, buying an estimated $28.1K and bringing the position to 5,412 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #125.

Toth Financial Advisory first reported a position in VRT in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.78M in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Toth Financial Advisory held 5,412 shares of Vertiv worth $1.31M as of Q3 2026.
Toth Financial Advisory bought 103 Vertiv shares in Q3 2026, an estimated $28.1K.
Vertiv made up 0.13% of Toth Financial Advisory's portfolio in Q3 2026, its #125 holding.
Toth Financial Advisory first reported a position in Vertiv in Q1 2021 and has held it in 14 quarters since.
Toth Financial Advisory's Vertiv position peaked at $1.78M in Q2 2026.
84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.