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Archford Capital Strategies’s Vertiv VRT Stock Holding History

Archford Capital Strategies’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 		$713K Buy
2,129
+240
+13% +$76.1K 0.07% 202
2026
Q1 		$473K Buy
1,889
+309
+20% +$68.6K 0.05% 236
2025
Q4 		$256K Sell
1,580
-136
-8% -$23.6K 0.03% 302
2025
Q3 		$259K Buy
+1,716
New +$229K 0.03% 289

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Archford Capital Strategies's VRT Position: Q2 2026 in Review

Archford Capital Strategies increased its Vertiv (VRT) stake by 13% in Q2 2026, buying an estimated $76.1K and bringing the position to 2,129 shares worth $713K. The position accounts for 0.07% of the portfolio, ranked #202.

Archford Capital Strategies first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 552 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Archford Capital Strategies held 2,129 shares of Vertiv worth $713K as of Q2 2026.
  • Archford Capital Strategies bought 240 Vertiv shares in Q2 2026, an estimated $76.1K.
  • Vertiv made up 0.07% of Archford Capital Strategies's portfolio in Q2 2026, its #202 holding.
  • Archford Capital Strategies first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 552 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.