Allied Private Wealth’s Vertiv VRT Stock Holding History

Allied Private Wealth’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	$6.36K	Buy	+20	New	+$6.34K	﹤0.01%	586

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 $3.38T AUM 44.17% 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

Allied Private Wealth's VRT Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Vertiv (VRT) in Q2 2026: 20 shares worth $6.36K. The stake represents ﹤0.01% of the portfolio and ranks #586 among its holdings.

2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Allied Private Wealth held 20 shares of Vertiv worth $6.36K as of Q2 2026.
Vertiv was a new Allied Private Wealth position in Q2 2026.
Vertiv made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #586 holding.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.