WealthTrust Asset Management’s Vertiv VRT Stock Holding History

WealthTrust Asset 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	$697K	Sell	2,887 -3,173	-52%	-$864K	0.39%	53
2026 Q2	$2.03M	Sell	6,060 -52	-0.9%	-$16.5K	1.1%	19
2026 Q1	$1.53M	Sell	6,112 -73	-1%	-$16.2K	0.91%	21
2025 Q4	$1M	Sell	6,185 -255	-4%	-$44.3K	0.7%	35
2025 Q3	$972K	Buy	+6,440	New	+$859K	0.67%	34
2025 Q1	–	Sell	-10,068	Closed	-$1.14M	–	103
2024 Q4	$1.14M	Sell	10,068 -1,116	-10%	-$133K	0.82%	27
2024 Q3	$1.11M	Buy	+11,184	New	+$927K	0.83%	25

Other funds holding VRT

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

WealthTrust Asset Management's VRT Position: Q3 2026 in Review

WealthTrust Asset Management reduced its Vertiv (VRT) stake by 52% in Q3 2026, selling an estimated $864K and leaving 2,887 shares worth $697K. The position accounts for 0.39% of the portfolio, ranked #53.

WealthTrust Asset Management first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q2 2026. 1,235 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

WealthTrust Asset Management held 2,887 shares of Vertiv worth $697K as of Q3 2026.
WealthTrust Asset Management sold 3,173 Vertiv shares in Q3 2026, an estimated $864K.
Vertiv made up 0.39% of WealthTrust Asset Management's portfolio in Q3 2026, its #53 holding.
WealthTrust Asset Management first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
WealthTrust Asset Management's Vertiv position peaked at $2.03M in Q2 2026.
1,235 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on WealthTrust Asset Management's 13F filing for Q3 2026, filed 22 Oct 2026.