VestGen Advisors
VRT icon

VestGen Advisors’s Vertiv VRT Stock Holding History

VestGen 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 		$3.31M Buy
13,712
+5,876
+75% +$1.6M 0.1% 199
2026
Q2 		$2.62M Sell
7,836
-25
-0.3% -$7.93K 0.08% 248
2026
Q1 		$2.89M Buy
7,861
+2,002
+34% +$444K 0.08% 230
2025
Q4 		$949K Buy
+5,859
New +$1.02M 0.04% 369
2025
Q3 		– Sell
-2,458
Closed -$316K – 720
2025
Q2 		$316K Buy
+2,458
New +$239K 0.01% 495

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

VestGen Advisors's VRT Position: Q3 2026 in Review

VestGen Advisors increased its Vertiv (VRT) stake by 75% in Q3 2026, buying an estimated $1.6M and bringing the position to 13,712 shares worth $3.31M. The position accounts for 0.1% of the portfolio, ranked #199.

VestGen Advisors first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 750 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • VestGen Advisors held 13,712 shares of Vertiv worth $3.31M as of Q3 2026.
  • VestGen Advisors bought 5,876 Vertiv shares in Q3 2026, an estimated $1.6M.
  • Vertiv made up 0.1% of VestGen Advisors's portfolio in Q3 2026, its #199 holding.
  • VestGen Advisors first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 750 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.