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Atlantic Edge Private Wealth Management’s Vertiv VRT Stock Holding History

Atlantic Edge Private 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 		$38.5K Buy
115
+65
+130% +$20.6K 0.01% 279
2026
Q1 		$12.5K Hold
50
– – ﹤0.01% 363
2025
Q4 		$8.1K Hold
50
– – ﹤0.01% 402
2025
Q3 		$7.54K Sell
50
-50
-50% -$6.67K ﹤0.01% 394
2025
Q2 		$12.8K Buy
+100
New +$9.72K ﹤0.01% 339

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Atlantic Edge Private Wealth Management's VRT Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Vertiv (VRT) stake by 130% in Q2 2026, buying an estimated $20.6K and bringing the position to 115 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #279.

Atlantic Edge Private Wealth Management first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 870 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 115 shares of Vertiv worth $38.5K as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 65 Vertiv shares in Q2 2026, an estimated $20.6K.
  • Vertiv made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 870 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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