Trifecta Capital Advisors
VRT icon

Trifecta Capital Advisors’s Vertiv VRT Stock Holding History

Trifecta Capital 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 		$7.72M Buy
31,990
+1,864
+6% +$508K 0.96% 31
2026
Q2 		$10.1M Buy
30,126
+1,476
+5% +$468K 1.3% 24
2026
Q1 		$7.18M Buy
28,650
+2,215
+8% +$492K 1.11% 31
2025
Q4 		$4.28M Buy
26,435
+4,145
+19% +$720K 0.63% 46
2025
Q3 		$3.36M Buy
+22,290
New +$2.97M 0.51% 49

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Trifecta Capital Advisors's VRT Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Vertiv (VRT) stake by 6.2% in Q3 2026, buying an estimated $508K and bringing the position to 31,990 shares worth $7.72M. The position accounts for 0.96% of the portfolio, ranked #31.

Trifecta Capital Advisors first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.1M in Q2 2026. 750 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Trifecta Capital Advisors held 31,990 shares of Vertiv worth $7.72M as of Q3 2026.
  • Trifecta Capital Advisors bought 1,864 Vertiv shares in Q3 2026, an estimated $508K.
  • Vertiv made up 0.96% of Trifecta Capital Advisors's portfolio in Q3 2026, its #31 holding.
  • Trifecta Capital Advisors first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • Trifecta Capital Advisors's Vertiv position peaked at $10.1M in Q2 2026.
  • 750 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.