Waypoint Wealth Counsel
VRT icon

Waypoint Wealth Counsel’s Vertiv VRT Stock Holding History

Waypoint Wealth Counsel’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 		$293K Buy
1,214
+177
+17% +$48.2K 0.17% 111
2026
Q2 		$347K Sell
1,037
-277
-21% -$87.9K 0.22% 84
2026
Q1 		$329K Sell
1,314
-321
-20% -$71.3K 0.17% 127
2025
Q4 		$265K Buy
1,635
+266
+19% +$46.2K 0.1% 211
2025
Q3 		$207K Buy
+1,369
New +$183K 0.08% 247

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Waypoint Wealth Counsel's VRT Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its Vertiv (VRT) stake by 17% in Q3 2026, buying an estimated $48.2K and bringing the position to 1,214 shares worth $293K. The position accounts for 0.17% of the portfolio, ranked #111.

Waypoint Wealth Counsel first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $347K in Q2 2026. 1,086 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Waypoint Wealth Counsel held 1,214 shares of Vertiv worth $293K as of Q3 2026.
  • Waypoint Wealth Counsel bought 177 Vertiv shares in Q3 2026, an estimated $48.2K.
  • Vertiv made up 0.17% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #111 holding.
  • Waypoint Wealth Counsel first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's Vertiv position peaked at $347K in Q2 2026.
  • 1,086 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.