Avantax Advisory Services’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
Other funds holding VRT
Avantax Advisory Services's VRT Position: Q2 2025 in Review
Avantax Advisory Services increased its Vertiv (VRT) stake by 6.2% in Q2 2025, buying an estimated $149K and bringing the position to 26,186 shares worth $3.36M. The position accounts for 0.02% of the portfolio, ranked #581.
Avantax Advisory Services first reported a position in VRT in Q1 2024 and has held it in 6 quarters since. 1,307 funds tracked by Wall St. Rank hold VRT as of Q2 2025.
- Avantax Advisory Services held 26,186 shares of Vertiv worth $3.36M as of Q2 2025.
- Avantax Advisory Services bought 1,536 Vertiv shares in Q2 2025, an estimated $149K.
- Vertiv made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #581 holding.
- Avantax Advisory Services first reported a position in Vertiv in Q1 2024 and has held it in 6 quarters since.
- 1,307 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.