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Aptus Capital Advisors’s Vertiv VRT Stock Holding History

Aptus Capital Advisors’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 		$7.09M Buy
21,161
+18,511
+699% +$5.87M 0.05% 293
2026
Q1 		$664K Buy
2,650
+509
+24% +$113K 0.01% 649
2025
Q4 		$347K Sell
2,141
-23,303
-92% -$4.05M ﹤0.01% 849
2025
Q3 		$3.84M Buy
+25,444
New +$3.39M 0.03% 354
2025
Q1 		– Sell
-1,922
Closed -$218K – 1505
2024
Q4 		$218K Buy
+1,922
New +$228K ﹤0.01% 869

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

Aptus Capital Advisors's VRT Position: Q2 2026 in Review

Aptus Capital Advisors increased its Vertiv (VRT) stake by 699% in Q2 2026, buying an estimated $5.87M and bringing the position to 21,161 shares worth $7.09M. The position accounts for 0.05% of the portfolio, ranked #293.

Aptus Capital Advisors first reported a position in VRT in Q4 2024 and has held it in 5 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Aptus Capital Advisors held 21,161 shares of Vertiv worth $7.09M as of Q2 2026.
  • Aptus Capital Advisors bought 18,511 Vertiv shares in Q2 2026, an estimated $5.87M.
  • Vertiv made up 0.05% of Aptus Capital Advisors's portfolio in Q2 2026, its #293 holding.
  • Aptus Capital Advisors first reported a position in Vertiv in Q4 2024 and has held it in 5 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.