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Advocacy Wealth Management Services’s Vertiv VRT Stock Holding History

Advocacy Wealth Management Services’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 		$18.7M Sell
55,976
-520
-0.9% -$165K 0.68% 33
2026
Q1 		$14.2M Buy
56,496
+47,045
+498% +$10.4M 0.63% 40
2025
Q4 		$1.53M Buy
+9,451
New +$1.64M 0.06% 79

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

Advocacy Wealth Management Services's VRT Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Vertiv (VRT) stake by 0.92% in Q2 2026, selling an estimated $165K and leaving 55,976 shares worth $18.7M. The position accounts for 0.68% of the portfolio, ranked #33.

Advocacy Wealth Management Services first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Advocacy Wealth Management Services held 55,976 shares of Vertiv worth $18.7M as of Q2 2026.
  • Advocacy Wealth Management Services sold 520 Vertiv shares in Q2 2026, an estimated $165K.
  • Vertiv made up 0.68% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #33 holding.
  • Advocacy Wealth Management Services first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.