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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → VRT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VRT Position History
Vertiv Holdings Co • Technology
Quarters held
7
Latest value
$39.9M
Q3 2026
Peak value
$102.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.2M |
| Q3 2025 | $19.2M |
| Q4 2025 | $27.6M |
| Q1 2026 | $31.3M |
| Q2 2026 | $102.1M |
| Q2 2026 | $31K |
| Q3 2026 | $39.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $39.9M | 170.0K | — | — |
| Q2 2026 | $31K | 100 | — | — |
| Q2 2026 | $102.1M | 330.3K | — | — |
| Q1 2026 | $31.3M | 127.3K | — | — |
| Q4 2025 | $27.6M | 157.7K | — | — |
| Q3 2025 | $19.2M | 122.5K | — | — |
| Q3 2025 | $4.2M | 67.3K | — | — |
Other funds holding VRT
$5.7B
$5.5B
$5.5B
$5.4B
$4.7B
$2.7B