UAG
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United Advisor Group’s Vertiv VRT Stock Holding History

United Advisor Group’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 		$323K Sell
1,337
-673
-33% -$183K 0.03% 434
2026
Q2 		$673K Buy
2,010
+985
+96% +$312K 0.07% 271
2026
Q1 		$257K Buy
+1,025
New +$228K 0.03% 430

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

United Advisor Group's VRT Position: Q3 2026 in Review

United Advisor Group reduced its Vertiv (VRT) stake by 33% in Q3 2026, selling an estimated $183K and leaving 1,337 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #434.

United Advisor Group first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $673K in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • United Advisor Group held 1,337 shares of Vertiv worth $323K as of Q3 2026.
  • United Advisor Group sold 673 Vertiv shares in Q3 2026, an estimated $183K.
  • Vertiv made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #434 holding.
  • United Advisor Group first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • United Advisor Group's Vertiv position peaked at $673K in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.