YIA
VRT icon

YHB Investment Advisors’s Vertiv VRT Stock Holding History

YHB Investment Advisors’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 		$339K Sell
1,403
-20
-1% -$5.45K 0.02% 257
2026
Q2 		$476K Buy
1,423
+452
+47% +$143K 0.03% 220
2026
Q1 		$243K Buy
+971
New +$216K 0.02% 277

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

YHB Investment Advisors's VRT Position: Q3 2026 in Review

YHB Investment Advisors reduced its Vertiv (VRT) stake by 1.4% in Q3 2026, selling an estimated $5.45K and leaving 1,403 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #257.

YHB Investment Advisors first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $476K in Q2 2026. 84 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • YHB Investment Advisors held 1,403 shares of Vertiv worth $339K as of Q3 2026.
  • YHB Investment Advisors sold 20 Vertiv shares in Q3 2026, an estimated $5.45K.
  • Vertiv made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #257 holding.
  • YHB Investment Advisors first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • YHB Investment Advisors's Vertiv position peaked at $476K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.