Wealthcare Advisory Partners
VRT icon

Wealthcare Advisory Partners’s Vertiv VRT Stock Holding History

Wealthcare Advisory Partners’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 		$5.8M Buy
24,040
+6,772
+39% +$1.84M 0.1% 180
2026
Q2 		$5.78M Sell
17,268
-828
-5% -$263K 0.11% 157
2026
Q1 		$4.53M Sell
18,096
-2,239
-11% -$497K 0.09% 194
2025
Q4 		$3.29M Buy
20,335
+887
+5% +$154K 0.06% 254
2025
Q3 		$2.93M Buy
19,448
+88
+0.5% +$11.7K 0.06% 259
2025
Q2 		$2.49M Buy
19,360
+796
+4% +$77.4K 0.06% 283
2025
Q1 		$1.34M Buy
18,564
+1,271
+7% +$135K 0.04% 378
2024
Q4 		$1.96M Buy
17,293
+986
+6% +$117K 0.05% 277
2024
Q3 		$1.62M Buy
16,307
+1,675
+11% +$139K 0.05% 308
2024
Q2 		$1.27M Buy
14,632
+838
+6% +$76.3K 0.04% 323
2024
Q1 		$1.13M Buy
13,794
+273
+2% +$17.2K 0.04% 339
2023
Q4 		$649K Buy
+13,521
New +$576K 0.03% 430

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

Wealthcare Advisory Partners's VRT Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Vertiv (VRT) stake by 39% in Q3 2026, buying an estimated $1.84M and bringing the position to 24,040 shares worth $5.8M. The position accounts for 0.1% of the portfolio, ranked #180.

Wealthcare Advisory Partners first reported a position in VRT in Q4 2023 and has held it in 12 quarters since. 1,235 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Wealthcare Advisory Partners held 24,040 shares of Vertiv worth $5.8M as of Q3 2026.
  • Wealthcare Advisory Partners bought 6,772 Vertiv shares in Q3 2026, an estimated $1.84M.
  • Vertiv made up 0.1% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #180 holding.
  • Wealthcare Advisory Partners first reported a position in Vertiv in Q4 2023 and has held it in 12 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.