AO
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Advisor OS’s Vertiv VRT Stock Holding History

Advisor OS’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 		$845K Sell
2,523
-868
-26% -$275K 0.06% 227
2026
Q1 		$850K Sell
3,391
-42
-1% -$9.32K 0.06% 205
2025
Q4 		$556K Sell
3,433
-337
-9% -$58.5K 0.04% 268
2025
Q3 		$569K Buy
3,770
+1,492
+65% +$199K 0.05% 239
2025
Q2 		$293K Buy
+2,278
New +$222K 0.03% 355
2025
Q1 		– Sell
-2,766
Closed -$314K – 458
2024
Q4 		$314K Buy
2,766
+414
+18% +$49.2K 0.04% 309
2024
Q3 		$234K Buy
+2,352
New +$195K 0.02% 363

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

Advisor OS's VRT Position: Q2 2026 in Review

Advisor OS reduced its Vertiv (VRT) stake by 26% in Q2 2026, selling an estimated $275K and leaving 2,523 shares worth $845K. The position accounts for 0.06% of the portfolio, ranked #227.

Advisor OS first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. The position peaked at $850K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Advisor OS held 2,523 shares of Vertiv worth $845K as of Q2 2026.
  • Advisor OS sold 868 Vertiv shares in Q2 2026, an estimated $275K.
  • Vertiv made up 0.06% of Advisor OS's portfolio in Q2 2026, its #227 holding.
  • Advisor OS first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • Advisor OS's Vertiv position peaked at $850K in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.