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Arkadios Wealth Advisors’s Vertiv VRT Stock Holding History

Arkadios Wealth 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 		$7.3M Buy
21,795
+7,484
+52% +$2.37M 0.11% 195
2026
Q1 		$3.59M Sell
14,311
-1,376
-9% -$305K 0.06% 336
2025
Q4 		$2.54M Buy
15,687
+85
+0.5% +$14.8K 0.05% 380
2025
Q3 		$2.35M Sell
15,602
-695
-4% -$92.7K 0.06% 358
2025
Q2 		$2.09M Sell
16,297
-544
-3% -$52.9K 0.06% 338
2025
Q1 		$1.22M Buy
16,841
+10,605
+170% +$1.13M 0.05% 399
2024
Q4 		$709K Buy
6,236
+530
+9% +$62.9K 0.04% 419
2024
Q3 		$568K Buy
5,706
+787
+16% +$65.2K 0.03% 500
2024
Q2 		$426K Buy
4,919
+305
+7% +$27.8K 0.03% 516
2024
Q1 		$377K Buy
4,614
+423
+10% +$26.6K 0.03% 465
2023
Q4 		$201K Buy
+4,191
New +$178K 0.02% 650

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

Arkadios Wealth Advisors's VRT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Vertiv (VRT) stake by 52% in Q2 2026, buying an estimated $2.37M and bringing the position to 21,795 shares worth $7.3M. The position accounts for 0.11% of the portfolio, ranked #195.

Arkadios Wealth Advisors first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Arkadios Wealth Advisors held 21,795 shares of Vertiv worth $7.3M as of Q2 2026.
  • Arkadios Wealth Advisors bought 7,484 Vertiv shares in Q2 2026, an estimated $2.37M.
  • Vertiv made up 0.11% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • Arkadios Wealth Advisors first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.