Wealth Enhancement Advisory Services
VRT icon

Wealth Enhancement Advisory Services’s Vertiv VRT Stock Holding History

Wealth Enhancement Advisory Services’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 		$39.9M Sell
169,952
-160,367
-49% -$43.7M 0.06% 283
2026
Q2 		$102M Buy
330,319
+202,997
+159% +$64.4M 0.17% 105
2026
Q1 		$31.3M Sell
127,322
-30,390
-19% -$6.75M 0.06% 278
2025
Q4 		$27.6M Buy
157,712
+35,219
+29% +$6.11M 0.04% 391
2025
Q3 		$19.2M Buy
122,493
+7,518
+7% +$1M 0.03% 461
2025
Q2 		$14.7M Buy
114,975
+21,321
+23% +$2.07M 0.02% 518
2025
Q1 		$6.76M Buy
93,654
+55,736
+147% +$5.93M 0.01% 724
2024
Q4 		$4.31M Buy
37,918
+8,009
+27% +$951K 0.01% 854
2024
Q3 		$2.98M Buy
29,909
+8,855
+42% +$734K 0.01% 899
2024
Q2 		$1.82M Buy
21,054
+13,004
+162% +$1.18M ﹤0.01% 1022
2024
Q1 		$657K Buy
+8,050
New +$506K ﹤0.01% 1436

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Wealth Enhancement Advisory Services's VRT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Vertiv (VRT) stake by 49% in Q3 2026, selling an estimated $43.7M and leaving 169,952 shares worth $39.9M. The position accounts for 0.06% of the portfolio, ranked #283.

Wealth Enhancement Advisory Services first reported a position in VRT in Q1 2024 and has held it in 11 quarters since. The position peaked at $102M in Q2 2026. 610 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 169,952 shares of Vertiv worth $39.9M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 160,367 Vertiv shares in Q3 2026, an estimated $43.7M.
  • Vertiv made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #283 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vertiv in Q1 2024 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Vertiv position peaked at $102M in Q2 2026.
  • 610 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.