Activest Wealth Management’s Vertiv VRT Stock Holding History

Activest 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	$34.5K	Sell	103 -1,293	-93%	-$410K	0.01%	334
2026 Q1	$350K	Buy	1,396 +629	+82%	+$140K	0.06%	104
2025 Q4	$124K	Sell	767 -220	-22%	-$38.2K	0.02%	197
2025 Q3	$149K	Buy	987 +928	+1,573%	+$124K	0.03%	155
2025 Q2	$7.58K	Buy	59 +55	+1,375%	+$5.35K	﹤0.01%	482
2025 Q1	$289	Sell	4 -87	-96%	-$9.26K	﹤0.01%	914
2024 Q4	$10.3K	Buy	91 +63	+225%	+$7.48K	﹤0.01%	311
2024 Q3	$2.79K	Buy	+28	New	+$2.32K	﹤0.01%	406

Other funds holding VRT

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

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

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

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

Activest Wealth Management reduced its Vertiv (VRT) stake by 93% in Q2 2026, selling an estimated $410K and leaving 103 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #334.

Activest Wealth Management first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $350K in Q1 2026. 762 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Activest Wealth Management held 103 shares of Vertiv worth $34.5K as of Q2 2026.
Activest Wealth Management sold 1,293 Vertiv shares in Q2 2026, an estimated $410K.
Vertiv made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #334 holding.
Activest Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
Activest Wealth Management's Vertiv position peaked at $350K in Q1 2026.
762 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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