Valley Wealth Managers
VRT icon

Valley Wealth Managers’s Vertiv VRT Stock Holding History

Valley Wealth Managers’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 		$2.31M Buy
9,591
+301
+3% +$82K 0.13% 115
2026
Q2 		$3.11M Buy
9,290
+299
+3% +$94.8K 0.18% 111
2026
Q1 		$2.25M Buy
8,991
+6,599
+276% +$1.46M 0.15% 113
2025
Q4 		$388K Buy
+2,392
New +$415K 0.02% 167

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Valley Wealth Managers's VRT Position: Q3 2026 in Review

Valley Wealth Managers increased its Vertiv (VRT) stake by 3.2% in Q3 2026, buying an estimated $82K and bringing the position to 9,591 shares worth $2.31M. The position accounts for 0.13% of the portfolio, ranked #115.

Valley Wealth Managers first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.11M in Q2 2026. 412 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Valley Wealth Managers held 9,591 shares of Vertiv worth $2.31M as of Q3 2026.
  • Valley Wealth Managers bought 301 Vertiv shares in Q3 2026, an estimated $82K.
  • Vertiv made up 0.13% of Valley Wealth Managers's portfolio in Q3 2026, its #115 holding.
  • Valley Wealth Managers first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • Valley Wealth Managers's Vertiv position peaked at $3.11M in Q2 2026.
  • 412 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.