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True Wealth Design’s Vertiv VRT Stock Holding History

True Wealth Design’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 		$68K Sell
282
-243
-46% -$66.2K 0.02% 404
2026
Q2 		$176K Buy
525
+15
+3% +$4.76K 0.04% 138
2026
Q1 		$128K Buy
510
+273
+115% +$60.6K 0.04% 163
2025
Q4 		$38.4K Buy
237
+43
+22% +$7.47K 0.01% 413
2025
Q3 		$29.3K Buy
194
+68
+54% +$9.07K 0.01% 470
2025
Q2 		$16.2K Sell
126
-343
-73% -$33.4K 0.01% 436
2025
Q1 		$33.9K Buy
469
+47
+11% +$5K 0.01% 258
2024
Q4 		$48K Buy
422
+56
+15% +$6.65K 0.02% 169
2024
Q3 		$36.4K Buy
366
+351
+2,340% +$29.1K 0.01% 201
2024
Q2 		$1.3K Buy
15
+5
+50% +$455 ﹤0.01% 452
2024
Q1 		$817 Buy
10
+4
+67% +$251 ﹤0.01% 510
2023
Q4 		$289 Buy
6
+2
+50% +$85 ﹤0.01% 613
2023
Q3 		$149 Buy
+4
New +$132 ﹤0.01% 680

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

True Wealth Design's VRT Position: Q3 2026 in Review

True Wealth Design reduced its Vertiv (VRT) stake by 46% in Q3 2026, selling an estimated $66.2K and leaving 282 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #404.

True Wealth Design first reported a position in VRT in Q3 2023 and has held it in 13 quarters since. The position peaked at $176K in Q2 2026. 366 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • True Wealth Design held 282 shares of Vertiv worth $68K as of Q3 2026.
  • True Wealth Design sold 243 Vertiv shares in Q3 2026, an estimated $66.2K.
  • Vertiv made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #404 holding.
  • True Wealth Design first reported a position in Vertiv in Q3 2023 and has held it in 13 quarters since.
  • True Wealth Design's Vertiv position peaked at $176K in Q2 2026.
  • 366 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.