AWM
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Apollon Wealth Management’s Vertiv VRT Stock Holding History

Apollon 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 		$8.86M Buy
26,473
+285
+1% +$90.4K 0.11% 172
2026
Q1 		$6.56M Buy
26,188
+2,808
+12% +$623K 0.11% 170
2025
Q4 		$3.79M Buy
23,380
+1,080
+5% +$188K 0.07% 248
2025
Q3 		$3.36M Sell
22,300
-630
-3% -$84K 0.06% 270
2025
Q2 		$2.94M Buy
22,930
+3,668
+19% +$357K 0.06% 281
2025
Q1 		$1.39M Buy
19,262
+7,899
+70% +$841K 0.03% 415
2024
Q4 		$1.29M Buy
11,363
+1,469
+15% +$174K 0.03% 436
2024
Q3 		$984K Buy
9,894
+4,135
+72% +$343K 0.03% 496
2024
Q2 		$499K Buy
+5,759
New +$524K 0.02% 681

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

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

Apollon Wealth Management increased its Vertiv (VRT) stake by 1.1% in Q2 2026, buying an estimated $90.4K and bringing the position to 26,473 shares worth $8.86M. The position accounts for 0.11% of the portfolio, ranked #172.

Apollon Wealth Management first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Apollon Wealth Management held 26,473 shares of Vertiv worth $8.86M as of Q2 2026.
  • Apollon Wealth Management bought 285 Vertiv shares in Q2 2026, an estimated $90.4K.
  • Vertiv made up 0.11% of Apollon Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Apollon Wealth Management first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.