Angeles Wealth Management’s Vertiv VRT Stock Holding History

Angeles Wealth 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	$433K	Buy	1,293 +165	+15%	+$52.3K	0.02%	307
2026 Q1	$283K	Buy	+1,128	New	+$250K	0.02%	334

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

Angeles Wealth Management's VRT Position: Q2 2026 in Review

Angeles Wealth Management increased its Vertiv (VRT) stake by 15% in Q2 2026, buying an estimated $52.3K and bringing the position to 1,293 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #307.

Angeles Wealth Management first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Angeles Wealth Management held 1,293 shares of Vertiv worth $433K as of Q2 2026.
Angeles Wealth Management bought 165 Vertiv shares in Q2 2026, an estimated $52.3K.
Vertiv made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #307 holding.
Angeles Wealth Management first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.