AWM
VRT icon

Abound Wealth Management’s Vertiv VRT Stock Holding History

Abound Wealth Management’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 		$2.99K Sell
9
-43
-83% -$13.6K ﹤0.01% 689
2026
Q1 		$13K Sell
52
-50
-49% -$11.1K ﹤0.01% 485
2025
Q4 		$16.6K Buy
+102
New +$17.7K ﹤0.01% 402
2024
Q1 		– Sell
-1
Closed -$37 – 1407
2023
Q4 		$37 Buy
+1
New +$43 ﹤0.01% 1313

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

Abound Wealth Management's VRT Position: Q2 2026 in Review

Abound Wealth Management reduced its Vertiv (VRT) stake by 83% in Q2 2026, selling an estimated $13.6K and leaving 9 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Abound Wealth Management first reported a position in VRT in Q4 2023 and has held it in 4 quarters since. The position peaked at $16.6K in Q4 2025. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Abound Wealth Management held 9 shares of Vertiv worth $2.99K as of Q2 2026.
  • Abound Wealth Management sold 43 Vertiv shares in Q2 2026, an estimated $13.6K.
  • Vertiv made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #689 holding.
  • Abound Wealth Management first reported a position in Vertiv in Q4 2023 and has held it in 4 quarters since.
  • Abound Wealth Management's Vertiv position peaked at $16.6K in Q4 2025.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.