Abundance Wealth Counselors’s Vertiv VRT Stock Holding History

Abundance Wealth Counselors’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	$6.44M	Buy	19,230 +8,382	+77%	+$2.66M	0.42%	30
2026 Q1	$2.72M	Buy	10,848 +928	+9%	+$206K	0.39%	37
2025 Q4	$1.61M	Sell	9,920 -245	-2%	-$42.5K	0.27%	61
2025 Q3	$1.53M	Buy	10,165 +7,708	+314%	+$1.03M	0.26%	65
2025 Q2	$316K	Buy	+2,457	New	+$239K	0.06%	135

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Abundance Wealth Counselors's VRT Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Vertiv (VRT) stake by 77% in Q2 2026, buying an estimated $2.66M and bringing the position to 19,230 shares worth $6.44M. The position accounts for 0.42% of the portfolio, ranked #30.

Abundance Wealth Counselors first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 498 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Abundance Wealth Counselors held 19,230 shares of Vertiv worth $6.44M as of Q2 2026.
Abundance Wealth Counselors bought 8,382 Vertiv shares in Q2 2026, an estimated $2.66M.
Vertiv made up 0.42% of Abundance Wealth Counselors's portfolio in Q2 2026, its #30 holding.
Abundance Wealth Counselors first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
498 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.