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Alvarez & Marsal Private Wealth Partners’s Vertiv VRT Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$624K Hold
1,863
– – 0.08% 46
2026
Q1 		$467K Hold
1,863
– – 0.07% 77
2025
Q4 		$302K Buy
+1,863
New +$323K 0.06% 75

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

Alvarez & Marsal Private Wealth Partners's VRT Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners held its Vertiv (VRT) position steady in Q2 2026 at 1,863 shares worth $624K. The position accounts for 0.08% of the portfolio, ranked #46.

Alvarez & Marsal Private Wealth Partners first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 1,863 shares of Vertiv worth $624K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.08% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.