VFA
VRT icon

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

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
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.