AWA
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Aaron Wealth Advisors’s Vertiv VRT Stock Holding History

Aaron Wealth 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 		$823K Sell
2,459
-699
-22% -$222K 0.04% 296
2026
Q1 		$791K Buy
3,158
+660
+26% +$147K 0.04% 278
2025
Q4 		$405K Sell
2,498
-482
-16% -$83.7K 0.02% 494
2025
Q3 		$450K Sell
2,980
-393
-12% -$52.4K 0.03% 435
2025
Q2 		$433K Sell
3,373
-27
-0.8% -$2.63K 0.04% 276
2025
Q1 		$245K Sell
3,400
-288
-8% -$30.7K 0.03% 383
2024
Q4 		$419K Sell
3,688
-148
-4% -$17.6K 0.05% 239
2024
Q3 		$382K Buy
3,836
+1,331
+53% +$110K 0.05% 243
2024
Q2 		$217K Sell
2,505
-67
-3% -$6.1K 0.03% 300
2024
Q1 		$210K Buy
+2,572
New +$162K 0.03% 286

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

Aaron Wealth Advisors's VRT Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Vertiv (VRT) stake by 22% in Q2 2026, selling an estimated $222K and leaving 2,459 shares worth $823K. The position accounts for 0.04% of the portfolio, ranked #296.

Aaron Wealth Advisors first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Aaron Wealth Advisors held 2,459 shares of Vertiv worth $823K as of Q2 2026.
  • Aaron Wealth Advisors sold 699 Vertiv shares in Q2 2026, an estimated $222K.
  • Vertiv made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #296 holding.
  • Aaron Wealth Advisors first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.