A&I Financial Services’s Vertiv VRT Stock Holding History

A&I Financial Services’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	$412K	Hold	1,232	–	–	0.18%	56
2026 Q1	$309K	Buy	+1,232	New	+$273K	0.15%	60

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

A&I Financial Services's VRT Position: Q2 2026 in Review

A&I Financial Services held its Vertiv (VRT) position steady in Q2 2026 at 1,232 shares worth $412K. The position accounts for 0.18% of the portfolio, ranked #56.

A&I Financial Services first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

A&I Financial Services held 1,232 shares of Vertiv worth $412K as of Q2 2026.
A&I Financial Services left its Vertiv share count unchanged in Q2 2026.
Vertiv made up 0.18% of A&I Financial Services's portfolio in Q2 2026, its #56 holding.
A&I Financial Services first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.