USA Financial Formulas
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USA Financial Formulas’s Vertiv VRT Stock Holding History

USA Financial Formulas’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 		– Sell
-1,905
Closed -$638K – 533
2026
Q2 		$638K Buy
+1,905
New +$604K 0.12% 71
2024
Q2 		– Sell
-4,914
Closed -$401K – 385
2024
Q1 		$401K Sell
4,914
-2,730
-36% -$172K 0.07% 113
2023
Q4 		$367K Buy
7,644
+4,835
+172% +$206K 0.06% 103
2023
Q3 		$104K Buy
2,809
+673
+32% +$22.2K 0.16% 138
2023
Q2 		$52.9K Buy
+2,136
New +$36.7K 0.08% 159

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

USA Financial Formulas's VRT Position: Q3 2026 in Review

USA Financial Formulas sold out of Vertiv (VRT) in Q3 2026, closing a stake of 1,905 shares — an estimated $638K sold.

USA Financial Formulas first reported a position in VRT in Q2 2023 and held it in 5 quarters. The position peaked at $638K in Q2 2026. 464 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • USA Financial Formulas reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • USA Financial Formulas sold 1,905 Vertiv shares in Q3 2026, an estimated $638K.
  • USA Financial Formulas first reported a position in Vertiv in Q2 2023 and held it in 5 quarters.
  • USA Financial Formulas's Vertiv position peaked at $638K in Q2 2026.
  • 464 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.