Acumen Wealth Advisors’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.27M Buy
9,766
+6,289
+181% +$1.99M 0.69% 37
2026
Q1
$871K Buy
3,477
+3,266
+1,548% +$725K 0.23% 71
2025
Q4
$34.2K Buy
+211
New +$36.6K 0.01% 157

Other funds holding VRT

Acumen Wealth Advisors's VRT Position: Q2 2026 in Review

Acumen Wealth Advisors increased its Vertiv (VRT) stake by 181% in Q2 2026, buying an estimated $1.99M and bringing the position to 9,766 shares worth $3.27M. The position accounts for 0.69% of the portfolio, ranked #37.

Acumen Wealth Advisors first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Acumen Wealth Advisors held 9,766 shares of Vertiv worth $3.27M as of Q2 2026.
  • Acumen Wealth Advisors bought 6,289 Vertiv shares in Q2 2026, an estimated $1.99M.
  • Vertiv made up 0.69% of Acumen Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Acumen Wealth Advisors first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.