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1620 Investment Advisors’s Vertiv VRT Stock Holding History

1620 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
Q2 		$3.35K Hold
10
– – ﹤0.01% 578
2026
Q1 		$2.51K Sell
10
-10
-50% -$2.22K ﹤0.01% 573
2025
Q4 		$3.24K Sell
20
-5
-20% -$868 ﹤0.01% 550
2025
Q3 		$3.77K Hold
25
– – ﹤0.01% 542
2025
Q2 		$3.21K Sell
25
-20
-44% -$1.95K ﹤0.01% 568
2025
Q1 		$3.25K Sell
45
-5
-10% -$532 ﹤0.01% 544
2024
Q4 		$5.68K Hold
50
– – ﹤0.01% 518
2024
Q3 		$4.97K Buy
+50
New +$4.14K ﹤0.01% 527

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1620 Investment Advisors's VRT Position: Q2 2026 in Review

1620 Investment Advisors held its Vertiv (VRT) position steady in Q2 2026 at 10 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

1620 Investment Advisors first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.68K in Q4 2024. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • 1620 Investment Advisors held 10 shares of Vertiv worth $3.35K as of Q2 2026.
  • 1620 Investment Advisors left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #578 holding.
  • 1620 Investment Advisors first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 1620 Investment Advisors's Vertiv position peaked at $5.68K in Q4 2024.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.