Werlinich Asset Management’s Vertiv VRT Stock Holding History

Werlinich 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	$3.33M	Buy	13,795 +35	+0.3%	+$9.5K	1.29%	25
2026 Q2	$4.61M	Sell	13,760 -25	-0.2%	-$7.93K	1.76%	14
2026 Q1	$3.45M	Hold	13,785	–	–	1.68%	21
2025 Q4	$2.27M	Hold	13,785	–	–	1.12%	28
2025 Q3	$2.08M	Hold	13,785	–	–	1.03%	27
2025 Q2	$1.77M	Sell	13,785 -45	-0.3%	-$4.38K	0.97%	29
2025 Q1	$999K	Buy	13,830 +105	+0.8%	+$11.2K	0.63%	39
2024 Q4	$1.59M	Hold	13,725	–	–	0.93%	30
2024 Q3	$1.37M	Buy	+13,725	New	+$1.14M	0.79%	37

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

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

Werlinich Asset Management increased its Vertiv (VRT) stake by 0.25% in Q3 2026, buying an estimated $9.5K and bringing the position to 13,795 shares worth $3.33M. The position accounts for 1.29% of the portfolio, ranked #25.

Werlinich Asset Management first reported a position in VRT in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.61M in Q2 2026. 1,053 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

Werlinich Asset Management held 13,795 shares of Vertiv worth $3.33M as of Q3 2026.
Werlinich Asset Management bought 35 Vertiv shares in Q3 2026, an estimated $9.5K.
Vertiv made up 1.29% of Werlinich Asset Management's portfolio in Q3 2026, its #25 holding.
Werlinich Asset Management first reported a position in Vertiv in Q3 2024 and has held it in 9 quarters since.
Werlinich Asset Management's Vertiv position peaked at $4.61M in Q2 2026.
1,053 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Werlinich Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.