Advisornet Financial’s Vertiv VRT Stock Holding History

Advisornet Financial’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	$912K	Sell	2,724 -849	-24%	-$269K	0.04%	291
2026 Q1	$895K	Buy	3,573 +2,721	+319%	+$604K	0.05%	276
2025 Q4	$138K	Sell	852 -121	-12%	-$21K	0.01%	713
2025 Q3	$147K	Buy	973 +280	+40%	+$37.4K	0.01%	673
2025 Q2	$89K	Sell	693 -228	-25%	-$22.2K	0.01%	797
2025 Q1	$66.5K	Buy	921 +773	+522%	+$82.3K	﹤0.01%	842
2024 Q4	$16.8K	Sell	148 -202	-58%	-$24K	﹤0.01%	1191
2024 Q3	$34.8K	Buy	350 +330	+1,650%	+$27.4K	﹤0.01%	1022
2024 Q2	$1.73K	Hold	20	–	–	﹤0.01%	1660
2024 Q1	$1.63K	Sell	20 -22	-52%	-$1.38K	﹤0.01%	1631
2023 Q4	$2.02K	Buy	42 +17	+68%	+$724	﹤0.01%	1712
2023 Q3	$930	Buy	+25	New	+$824	﹤0.01%	1811
2022 Q1	–	Sell	-4,000	Closed	-$100K	–	2226
2021 Q4	$100K	Hold	4,000	–	–	0.01%	818
2021 Q3	$96K	Hold	4,000	–	–	0.01%	807
2021 Q2	$109K	Hold	4,000	–	–	0.01%	762
2021 Q1	$80K	Hold	4,000	–	–	0.01%	815
2020 Q4	$75K	Buy	+4,000	New	+$73.6K	0.01%	770

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisornet Financial's VRT Position: Q2 2026 in Review

Advisornet Financial reduced its Vertiv (VRT) stake by 24% in Q2 2026, selling an estimated $269K and leaving 2,724 shares worth $912K. The position accounts for 0.04% of the portfolio, ranked #291.

Advisornet Financial first reported a position in VRT in Q4 2020 and has held it in 17 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Advisornet Financial held 2,724 shares of Vertiv worth $912K as of Q2 2026.
Advisornet Financial sold 849 Vertiv shares in Q2 2026, an estimated $269K.
Vertiv made up 0.04% of Advisornet Financial's portfolio in Q2 2026, its #291 holding.
Advisornet Financial first reported a position in Vertiv in Q4 2020 and has held it in 17 quarters since.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.