JTBR
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James T. Borello RIA’s Vertiv VRT Stock Holding History

James T. Borello RIA’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 		$32.6K Buy
135
+6
+5% +$1.64K 0.01% 314
2026
Q2 		$43.2K Buy
129
+3
+2% +$951 0.01% 256
2026
Q1 		$31.6K Buy
126
+38
+43% +$8.44K 0.01% 281
2025
Q4 		$14.3K Buy
88
+45
+105% +$7.81K ﹤0.01% 334
2025
Q3 		$6.49K Buy
+43
New +$5.74K ﹤0.01% 389

Other funds holding VRT

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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

James T. Borello RIA's VRT Position: Q3 2026 in Review

James T. Borello RIA increased its Vertiv (VRT) stake by 4.7% in Q3 2026, buying an estimated $1.64K and bringing the position to 135 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #314.

James T. Borello RIA first reported a position in VRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $43.2K in Q2 2026. 315 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • James T. Borello RIA held 135 shares of Vertiv worth $32.6K as of Q3 2026.
  • James T. Borello RIA bought 6 Vertiv shares in Q3 2026, an estimated $1.64K.
  • Vertiv made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #314 holding.
  • James T. Borello RIA first reported a position in Vertiv in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Vertiv position peaked at $43.2K in Q2 2026.
  • 315 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.