Valeo Financial Advisors’s Vertiv VRT Stock Holding History

Valeo Financial 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	$2.48M	Buy	10,265 +331	+3%	+$90.2K	0.05%	159
2026 Q2	$3.33M	Buy	9,934 +1,432	+17%	+$454K	0.07%	123
2026 Q1	$2.13M	Sell	8,502 -433	-5%	-$96.1K	0.05%	153
2025 Q4	$1.45M	Buy	8,935 +3,390	+61%	+$589K	0.03%	229
2025 Q3	$837K	Buy	5,545 +3,450	+165%	+$460K	0.02%	344
2025 Q2	$269K	Buy	+2,095	New	+$204K	0.01%	614
2025 Q1	–	Sell	-2,073	Closed	-$236K	–	775
2024 Q4	$236K	Buy	+2,073	New	+$246K	0.01%	623
2021 Q2	–	Sell	-10	Closed	–	–	1798
2021 Q1	$0	Buy	+10	New	+$202	﹤0.01%	2198

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

Valeo Financial Advisors's VRT Position: Q3 2026 in Review

Valeo Financial Advisors increased its Vertiv (VRT) stake by 3.3% in Q3 2026, buying an estimated $90.2K and bringing the position to 10,265 shares worth $2.48M. The position accounts for 0.05% of the portfolio, ranked #159.

Valeo Financial Advisors first reported a position in VRT in Q1 2021 and has held it in 8 quarters since. The position peaked at $3.33M in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Valeo Financial Advisors held 10,265 shares of Vertiv worth $2.48M as of Q3 2026.
Valeo Financial Advisors bought 331 Vertiv shares in Q3 2026, an estimated $90.2K.
Vertiv made up 0.05% of Valeo Financial Advisors's portfolio in Q3 2026, its #159 holding.
Valeo Financial Advisors first reported a position in Vertiv in Q1 2021 and has held it in 8 quarters since.
Valeo Financial Advisors's Vertiv position peaked at $3.33M in Q2 2026.
84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

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