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Aventura Private Wealth’s Vertiv VRT Stock Holding History

Aventura Private Wealth’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 		$250K Buy
748
+87
+13% +$27.6K 0.08% 156
2026
Q1 		$166K Buy
661
+601
+1,002% +$133K 0.06% 168
2025
Q4 		$9.72K Sell
60
-54
-47% -$9.38K ﹤0.01% 510
2025
Q3 		$17.2K Buy
114
+71
+165% +$9.47K 0.01% 423
2025
Q2 		$5.52K Hold
43
– – ﹤0.01% 534
2025
Q1 		$3.1K Hold
43
– – ﹤0.01% 562
2024
Q4 		$4.88K Buy
+43
New +$5.11K ﹤0.01% 511

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's VRT Position: Q2 2026 in Review

Aventura Private Wealth increased its Vertiv (VRT) stake by 13% in Q2 2026, buying an estimated $27.6K and bringing the position to 748 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #156.

Aventura Private Wealth first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Aventura Private Wealth held 748 shares of Vertiv worth $250K as of Q2 2026.
  • Aventura Private Wealth bought 87 Vertiv shares in Q2 2026, an estimated $27.6K.
  • Vertiv made up 0.08% of Aventura Private Wealth's portfolio in Q2 2026, its #156 holding.
  • Aventura Private Wealth first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.