Abacus Wealth Partners’s Vertiv VRT Stock Holding History

Abacus Wealth Partners’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	–	Sell	-2,452	Closed	-$614K	–	508
2026 Q1	$614K	Buy	2,452 +135	+6%	+$30K	0.06%	175
2025 Q4	$375K	Buy	+2,317	New	+$402K	0.04%	288

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

Abacus Wealth Partners's VRT Position: Q2 2026 in Review

Abacus Wealth Partners sold out of Vertiv (VRT) in Q2 2026, closing a stake of 2,452 shares — an estimated $614K sold.

Abacus Wealth Partners first reported a position in VRT in Q4 2025 and held it in 2 quarters. The position peaked at $614K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Abacus Wealth Partners reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
Abacus Wealth Partners sold 2,452 Vertiv shares in Q2 2026, an estimated $614K.
Abacus Wealth Partners first reported a position in Vertiv in Q4 2025 and held it in 2 quarters.
Abacus Wealth Partners's Vertiv position peaked at $614K in Q1 2026.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.