AWM
VRT icon

Aprio Wealth Management’s Vertiv VRT Stock Holding History

Aprio 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 		$620K Sell
1,852
-4
-0.2% -$1.27K 0.03% 333
2026
Q1 		$465K Buy
1,856
+545
+42% +$121K 0.03% 376
2025
Q4 		$212K Buy
+1,311
New +$228K 0.01% 510

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

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

Aprio Wealth Management reduced its Vertiv (VRT) stake by 0.22% in Q2 2026, selling an estimated $1.27K and leaving 1,852 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #333.

Aprio Wealth Management first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Aprio Wealth Management held 1,852 shares of Vertiv worth $620K as of Q2 2026.
  • Aprio Wealth Management sold 4 Vertiv shares in Q2 2026, an estimated $1.27K.
  • Vertiv made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Aprio Wealth Management first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.