Aire Advisors’s Vertiv VRT Stock Holding History

Aire Advisors’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	$721K	Sell	2,154 -16	-0.7%	-$5.07K	0.12%	93
2026 Q1	$544K	Buy	2,170 +150	+7%	+$33.3K	0.1%	100
2025 Q4	$327K	Buy	2,020 +510	+34%	+$88.5K	0.06%	121
2025 Q3	$228K	Buy	+1,510	New	+$201K	0.04%	149

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

Aire Advisors's VRT Position: Q2 2026 in Review

Aire Advisors reduced its Vertiv (VRT) stake by 0.74% in Q2 2026, selling an estimated $5.07K and leaving 2,154 shares worth $721K. The position accounts for 0.12% of the portfolio, ranked #93.

Aire Advisors first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Aire Advisors held 2,154 shares of Vertiv worth $721K as of Q2 2026.
Aire Advisors sold 16 Vertiv shares in Q2 2026, an estimated $5.07K.
Vertiv made up 0.12% of Aire Advisors's portfolio in Q2 2026, its #93 holding.
Aire Advisors first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.