WETS
VRT icon

Wealth Enhancement Trust Services’s Vertiv VRT Stock Holding History

Wealth Enhancement Trust 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 		$1.4M Sell
5,814
-206
-3% -$56.1K 0.15% 123
2026
Q2 		$2.02M Buy
6,020
+5,823
+2,956% +$1.85M 0.22% 95
2026
Q1 		$49.4K Buy
197
+10
+5% +$2.22K 0.01% 457
2025
Q4 		$30.3K Buy
+187
New +$32.5K ﹤0.01% 482

Other funds holding VRT

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

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

Wealth Enhancement Trust Services reduced its Vertiv (VRT) stake by 3.4% in Q3 2026, selling an estimated $56.1K and leaving 5,814 shares worth $1.4M. The position accounts for 0.15% of the portfolio, ranked #123.

Wealth Enhancement Trust Services first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.02M in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Wealth Enhancement Trust Services held 5,814 shares of Vertiv worth $1.4M as of Q3 2026.
  • Wealth Enhancement Trust Services sold 206 Vertiv shares in Q3 2026, an estimated $56.1K.
  • Vertiv made up 0.15% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #123 holding.
  • Wealth Enhancement Trust Services first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's Vertiv position peaked at $2.02M in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.