Values Added Financial’s Vertiv VRT Stock Holding History

Values Added Financial’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	-758	Closed	-$254K	–	147
2026 Q2	$254K	Buy	+758	New	+$240K	0.09%	123

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Values Added Financial's VRT Position: Q3 2026 in Review

Values Added Financial sold out of Vertiv (VRT) in Q3 2026, closing a stake of 758 shares — an estimated $254K sold.

Values Added Financial first reported a position in VRT in Q2 2026 and held it in 1 quarter. The position peaked at $254K in Q2 2026. 750 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Values Added Financial reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
Values Added Financial sold 758 Vertiv shares in Q3 2026, an estimated $254K.
Values Added Financial first reported a position in Vertiv in Q2 2026 and held it in 1 quarter.
Values Added Financial's Vertiv position peaked at $254K in Q2 2026.
750 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.