Advisory Alpha’s Vertiv VRT Stock Holding History

Advisory Alpha’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	$297K	Sell	887 -1,608	-64%	-$510K	0.01%	477
2026 Q1	$625K	Buy	+2,495	New	+$554K	0.02%	280

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 $3.37T AUM 44.26% 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

Advisory Alpha's VRT Position: Q2 2026 in Review

Advisory Alpha reduced its Vertiv (VRT) stake by 64% in Q2 2026, selling an estimated $510K and leaving 887 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #477.

Advisory Alpha first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $625K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Advisory Alpha held 887 shares of Vertiv worth $297K as of Q2 2026.
Advisory Alpha sold 1,608 Vertiv shares in Q2 2026, an estimated $510K.
Vertiv made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #477 holding.
Advisory Alpha first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
Advisory Alpha's Vertiv position peaked at $625K in Q1 2026.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.