AWM
VRT icon

Accurate Wealth Management’s Vertiv VRT Stock Holding History

Accurate 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 		$874K Sell
2,742
-265
-9% -$84K 0.08% 239
2026
Q1 		$887K Buy
3,007
+347
+13% +$77K 0.11% 211
2025
Q4 		$435K Buy
2,660
+277
+12% +$48.1K 0.06% 329
2025
Q3 		$418K Buy
2,383
+135
+6% +$18K 0.06% 322
2025
Q2 		$272K Buy
+2,248
New +$219K 0.04% 369
2025
Q1 		– Sell
-2,234
Closed -$288K – 418
2024
Q4 		$288K Buy
2,234
+87
+4% +$10.3K 0.06% 297
2024
Q3 		$231K Buy
+2,147
New +$178K 0.05% 336

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

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

Accurate Wealth Management reduced its Vertiv (VRT) stake by 8.8% in Q2 2026, selling an estimated $84K and leaving 2,742 shares worth $874K. The position accounts for 0.08% of the portfolio, ranked #239.

Accurate Wealth Management first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. The position peaked at $887K in Q1 2026. 2,059 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Accurate Wealth Management held 2,742 shares of Vertiv worth $874K as of Q2 2026.
  • Accurate Wealth Management sold 265 Vertiv shares in Q2 2026, an estimated $84K.
  • Vertiv made up 0.08% of Accurate Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Accurate Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • Accurate Wealth Management's Vertiv position peaked at $887K in Q1 2026.
  • 2,059 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.