Values First Advisors
VRT icon

Values First Advisors’s Vertiv VRT Stock Holding History

Values First 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 		$273K Sell
1,130
-25
-2% -$6.81K 0.13% 156
2026
Q2 		$387K Buy
1,155
+128
+12% +$40.6K 0.18% 132
2026
Q1 		$257K Buy
+1,027
New +$228K 0.13% 145
2025
Q1 		– Sell
-4,182
Closed -$475K – 233
2024
Q4 		$475K Buy
+4,182
New +$497K 0.26% 101

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Values First Advisors's VRT Position: Q3 2026 in Review

Values First Advisors reduced its Vertiv (VRT) stake by 2.2% in Q3 2026, selling an estimated $6.81K and leaving 1,130 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #156.

Values First Advisors first reported a position in VRT in Q4 2024 and has held it in 4 quarters since. The position peaked at $475K in Q4 2024. 684 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Values First Advisors held 1,130 shares of Vertiv worth $273K as of Q3 2026.
  • Values First Advisors sold 25 Vertiv shares in Q3 2026, an estimated $6.81K.
  • Vertiv made up 0.13% of Values First Advisors's portfolio in Q3 2026, its #156 holding.
  • Values First Advisors first reported a position in Vertiv in Q4 2024 and has held it in 4 quarters since.
  • Values First Advisors's Vertiv position peaked at $475K in Q4 2024.
  • 684 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.