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Annex Advisory Services, LLC → VRT
Annex Advisory Services, LLC VRT Position History
Vertiv Holdings Co • Technology
Quarters held
3
Latest value
$37.9M
Q3 2026
Peak value
$44.4M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $32.2M |
| Q2 2026 | $44.4M |
| Q3 2026 | $37.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $37.9M | 157.2K | — | — |
| Q2 2026 | $44.4M | 132.8K | — | — |
| Q1 2026 | $32.2M | 128.4K | — | — |
Other funds holding VRT
$5.7B
$5.5B
$5.5B
$5.4B
$4.7B
$2.7B