AIM
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Advyzon Investment Management’s Vertiv VRT Stock Holding History

Advyzon Investment Management’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 		$883K Sell
2,636
-948
-26% -$301K 0.06% 287
2026
Q1 		$898K Buy
3,584
+383
+12% +$85K 0.08% 252
2025
Q4 		$519K Buy
3,201
+671
+27% +$116K 0.06% 312
2025
Q3 		$382K Buy
2,530
+49
+2% +$6.54K 0.07% 267
2025
Q2 		$319K Sell
2,481
-450
-15% -$43.8K 0.07% 267
2025
Q1 		$212K Sell
2,931
-265
-8% -$28.2K 0.07% 245
2024
Q4 		$363K Buy
+3,196
New +$379K 0.14% 135

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

Advyzon Investment Management's VRT Position: Q2 2026 in Review

Advyzon Investment Management reduced its Vertiv (VRT) stake by 26% in Q2 2026, selling an estimated $301K and leaving 2,636 shares worth $883K. The position accounts for 0.06% of the portfolio, ranked #287.

Advyzon Investment Management first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $898K in Q1 2026. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Advyzon Investment Management held 2,636 shares of Vertiv worth $883K as of Q2 2026.
  • Advyzon Investment Management sold 948 Vertiv shares in Q2 2026, an estimated $301K.
  • Vertiv made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #287 holding.
  • Advyzon Investment Management first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's Vertiv position peaked at $898K in Q1 2026.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.