VFA
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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
2025
Q1 		– Sell
-700
Closed -$79.5K – 776
2024
Q4 		$79.5K Buy
+700
New +$83.1K ﹤0.01% 708

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Valeo Financial Advisors's VRT Position: Q2 2026 in Review

Valeo Financial Advisors increased its Vertiv (VRT) stake by 17% in Q2 2026, buying an estimated $454K and bringing the position to 9,934 shares worth $3.33M. The position accounts for 0.07% of the portfolio, ranked #123.

Valeo Financial Advisors first reported a position in VRT in Q1 2021 and has held it in 7 quarters since. 530 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Valeo Financial Advisors held 9,934 shares of Vertiv worth $3.33M as of Q2 2026.
  • Valeo Financial Advisors bought 1,432 Vertiv shares in Q2 2026, an estimated $454K.
  • Vertiv made up 0.07% of Valeo Financial Advisors's portfolio in Q2 2026, its #123 holding.
  • Valeo Financial Advisors first reported a position in Vertiv in Q1 2021 and has held it in 7 quarters since.
  • 530 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.