AI
VRT icon

AdvisorShares Investments’s Vertiv VRT Stock Holding History

AdvisorShares Investments’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 		$799K Buy
2,385
+1,054
+79% +$334K 0.1% 111
2026
Q1 		$334K Sell
1,331
-346
-21% -$76.8K 0.06% 206
2025
Q4 		$272K Buy
1,677
+480
+40% +$83.3K 0.05% 218
2025
Q3 		$181K Buy
1,197
+770
+180% +$103K 0.03% 228
2025
Q2 		$54.8K Buy
+427
New +$41.5K 0.01% 266
2021
Q4 		– Sell
-70,700
Closed -$1.7M – 219
2021
Q3 		$1.7M Buy
+70,700
New +$1.88M 0.27% 55

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 $3.38T AUM 44.17% 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

AdvisorShares Investments's VRT Position: Q2 2026 in Review

AdvisorShares Investments increased its Vertiv (VRT) stake by 79% in Q2 2026, buying an estimated $334K and bringing the position to 2,385 shares worth $799K. The position accounts for 0.1% of the portfolio, ranked #111.

AdvisorShares Investments first reported a position in VRT in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.7M in Q3 2021. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • AdvisorShares Investments held 2,385 shares of Vertiv worth $799K as of Q2 2026.
  • AdvisorShares Investments bought 1,054 Vertiv shares in Q2 2026, an estimated $334K.
  • Vertiv made up 0.1% of AdvisorShares Investments's portfolio in Q2 2026, its #111 holding.
  • AdvisorShares Investments first reported a position in Vertiv in Q3 2021 and has held it in 6 quarters since.
  • AdvisorShares Investments's Vertiv position peaked at $1.7M in Q3 2021.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.