Whelan Financial
VRT icon

Whelan Financial’s Vertiv VRT Stock Holding History

Whelan Financial’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 		$216K Buy
897
+84
+10% +$22.9K 0.06% 101
2026
Q2 		$272K Hold
813
– – 0.07% 82
2026
Q1 		$204K Buy
+813
New +$180K 0.06% 88

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Whelan Financial's VRT Position: Q3 2026 in Review

Whelan Financial increased its Vertiv (VRT) stake by 10% in Q3 2026, buying an estimated $22.9K and bringing the position to 897 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #101.

Whelan Financial first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $272K in Q2 2026. 1,091 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Whelan Financial held 897 shares of Vertiv worth $216K as of Q3 2026.
  • Whelan Financial bought 84 Vertiv shares in Q3 2026, an estimated $22.9K.
  • Vertiv made up 0.06% of Whelan Financial's portfolio in Q3 2026, its #101 holding.
  • Whelan Financial first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • Whelan Financial's Vertiv position peaked at $272K in Q2 2026.
  • 1,091 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.