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Wedmont Private Capital’s Vertiv VRT Stock Holding History

Wedmont Private Capital’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 		$1.91M Buy
7,823
+2,839
+57% +$773K 0.05% 217
2026
Q2 		$1.59M Buy
4,984
+347
+7% +$110K 0.04% 241
2026
Q1 		$1.3M Buy
4,637
+906
+24% +$201K 0.04% 249
2025
Q4 		$640K Sell
3,731
-51
-1% -$8.86K 0.02% 391
2025
Q3 		$601K Buy
3,782
+178
+5% +$23.7K 0.02% 406
2025
Q2 		$463K Buy
3,604
+639
+22% +$62.1K 0.02% 451
2025
Q1 		$206K Buy
2,965
+697
+31% +$74.2K 0.01% 651
2024
Q4 		$292K Buy
2,268
+183
+9% +$21.7K 0.02% 542
2024
Q3 		$223K Sell
2,085
-279
-12% -$23.1K 0.01% 606
2024
Q2 		$212K Buy
+2,364
New +$215K 0.01% 598

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

Wedmont Private Capital's VRT Position: Q3 2026 in Review

Wedmont Private Capital increased its Vertiv (VRT) stake by 57% in Q3 2026, buying an estimated $773K and bringing the position to 7,823 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #217.

Wedmont Private Capital first reported a position in VRT in Q2 2024 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Wedmont Private Capital held 7,823 shares of Vertiv worth $1.91M as of Q3 2026.
  • Wedmont Private Capital bought 2,839 Vertiv shares in Q3 2026, an estimated $773K.
  • Vertiv made up 0.05% of Wedmont Private Capital's portfolio in Q3 2026, its #217 holding.
  • Wedmont Private Capital first reported a position in Vertiv in Q2 2024 and has held it in 10 quarters since.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.