AWM
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Axxcess Wealth Management’s Vertiv VRT Stock Holding History

Axxcess 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 		$7.43M Buy
+22,179
New +$7.03M 0.12% 178
2026
Q1 		– Sell
-25,153
Closed -$4.08M – 988
2025
Q4 		$4.08M Buy
25,153
+7,706
+44% +$1.34M 0.07% 246
2025
Q3 		$2.63M Sell
17,447
-1,219
-7% -$163K 0.06% 258
2025
Q2 		$2.4M Buy
18,666
+8,319
+80% +$809K 0.06% 255
2025
Q1 		$747K Buy
10,347
+2,383
+30% +$254K 0.02% 464
2024
Q4 		$905K Buy
7,964
+580
+8% +$68.9K 0.02% 421
2024
Q3 		$735K Buy
+7,384
New +$612K 0.02% 468

Other funds holding VRT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Axxcess Wealth Management's VRT Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Vertiv (VRT) in Q2 2026: 22,179 shares worth $7.43M. The stake represents 0.12% of the portfolio and ranks #178 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VRT as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 1,123 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Axxcess Wealth Management held 22,179 shares of Vertiv worth $7.43M as of Q2 2026.
  • Vertiv was a new Axxcess Wealth Management position in Q2 2026.
  • Vertiv made up 0.12% of Axxcess Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Axxcess Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.