BRWA
VRT icon

B. Riley Wealth Advisors’s Vertiv VRT Stock Holding History

B. Riley 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 		$1.73M Sell
5,631
-302
-5% -$95.8K 0.09% 201
2026
Q1 		$1.39M Sell
5,933
-207
-3% -$46K 0.09% 219
2025
Q4 		$995K Sell
6,140
-104
-2% -$18.1K 0.05% 346
2025
Q3 		$942K Sell
6,244
-1,533
-20% -$204K 0.04% 354
2025
Q2 		$999K Buy
+7,777
New +$756K 0.05% 355
2024
Q4 		$972K Buy
8,555
+2,053
+32% +$244K 0.03% 457
2024
Q3 		$660K Buy
6,502
+1,021
+19% +$84.6K 0.02% 641
2024
Q2 		$475K Buy
+5,481
New +$499K 0.01% 841

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

B. Riley Wealth Advisors's VRT Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Vertiv (VRT) stake by 5.1% in Q2 2026, selling an estimated $95.8K and leaving 5,631 shares worth $1.73M. The position accounts for 0.09% of the portfolio, ranked #201.

B. Riley Wealth Advisors first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 433 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • B. Riley Wealth Advisors held 5,631 shares of Vertiv worth $1.73M as of Q2 2026.
  • B. Riley Wealth Advisors sold 302 Vertiv shares in Q2 2026, an estimated $95.8K.
  • Vertiv made up 0.09% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #201 holding.
  • B. Riley Wealth Advisors first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • 433 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.