WealthBridge Capital Management’s Vertiv VRT Stock Holding History

WealthBridge Capital Management’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	$737K	Sell	3,055 -168	-5%	-$45.8K	0.14%	104
2026 Q2	$1.08M	Sell	3,223 -707	-18%	-$224K	0.21%	86
2026 Q1	$985K	Sell	3,930 -521	-12%	-$116K	0.23%	81
2025 Q4	$721K	Sell	4,451 -7	-0.2%	-$1.22K	0.16%	95
2025 Q3	$673K	Buy	4,458 +401	+10%	+$53.5K	0.16%	99
2025 Q2	$521K	Buy	4,057 +954	+31%	+$92.8K	0.13%	113
2025 Q1	$224K	Sell	3,103 -68	-2%	-$7.24K	0.06%	188
2024 Q4	$360K	Buy	+3,171	New	+$377K	0.1%	133

Other funds holding VRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

WealthBridge Capital Management's VRT Position: Q3 2026 in Review

WealthBridge Capital Management reduced its Vertiv (VRT) stake by 5.2% in Q3 2026, selling an estimated $45.8K and leaving 3,055 shares worth $737K. The position accounts for 0.14% of the portfolio, ranked #104.

WealthBridge Capital Management first reported a position in VRT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q2 2026. 1,053 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

WealthBridge Capital Management held 3,055 shares of Vertiv worth $737K as of Q3 2026.
WealthBridge Capital Management sold 168 Vertiv shares in Q3 2026, an estimated $45.8K.
Vertiv made up 0.14% of WealthBridge Capital Management's portfolio in Q3 2026, its #104 holding.
WealthBridge Capital Management first reported a position in Vertiv in Q4 2024 and has held it in 8 quarters since.
WealthBridge Capital Management's Vertiv position peaked at $1.08M in Q2 2026.
1,053 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.