World Equity Group
VRT icon

World Equity Group’s Vertiv VRT Stock Holding History

World Equity Group’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 		$648K Sell
2,636
-224
-8% -$61K 0.27% 80
2026
Q2 		$958K Buy
2,860
+18
+0.6% +$5.71K 0.21% 100
2026
Q1 		$712K Buy
2,842
+96
+3% +$21.3K 0.18% 129
2025
Q4 		$445K Sell
2,746
-411
-13% -$71.4K 0.12% 183
2025
Q3 		$476K Buy
3,157
+922
+41% +$123K 0.11% 186
2025
Q2 		$287K Buy
+2,235
New +$217K 0.08% 254
2025
Q1 		– Sell
-1,806
Closed -$205K – 383
2024
Q4 		$205K Buy
+1,806
New +$214K 0.04% 344

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

World Equity Group's VRT Position: Q3 2026 in Review

World Equity Group reduced its Vertiv (VRT) stake by 7.8% in Q3 2026, selling an estimated $61K and leaving 2,636 shares worth $648K. The position accounts for 0.27% of the portfolio, ranked #80.

World Equity Group first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $958K in Q2 2026. 381 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • World Equity Group held 2,636 shares of Vertiv worth $648K as of Q3 2026.
  • World Equity Group sold 224 Vertiv shares in Q3 2026, an estimated $61K.
  • Vertiv made up 0.27% of World Equity Group's portfolio in Q3 2026, its #80 holding.
  • World Equity Group first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • World Equity Group's Vertiv position peaked at $958K in Q2 2026.
  • 381 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.