Waldron Private Wealth
VRT icon

Waldron Private Wealth’s Vertiv VRT Stock Holding History

Waldron Private Wealth’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 		$210K Buy
+869
New +$237K 0.01% 337
2025
Q1 		– Sell
-2,294
Closed -$261K – 427
2024
Q4 		$261K Buy
2,294
+15
+0.7% +$1.78K 0.01% 365
2024
Q3 		$227K Buy
+2,279
New +$189K 0.01% 375

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Waldron Private Wealth's VRT Position: Q3 2026 in Review

Waldron Private Wealth opened a new position in Vertiv (VRT) in Q3 2026: 869 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Waldron Private Wealth previously reported a position in VRT as recently as Q4 2024.

Waldron Private Wealth first reported a position in VRT in Q3 2024 and has held it in 3 quarters since. The position peaked at $261K in Q4 2024. 1,235 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Waldron Private Wealth held 869 shares of Vertiv worth $210K as of Q3 2026.
  • Vertiv was a new Waldron Private Wealth position in Q3 2026.
  • Vertiv made up 0.01% of Waldron Private Wealth's portfolio in Q3 2026, its #337 holding.
  • Waldron Private Wealth first reported a position in Vertiv in Q3 2024 and has held it in 3 quarters since.
  • Waldron Private Wealth's Vertiv position peaked at $261K in Q4 2024.
  • 1,235 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.