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
2025 Q2	–	Sell	-500	Closed	-$36.1K	–	1377
2025 Q1	$36.1K	Buy	+500	New	+$53.2K	﹤0.01%	1277

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 9 quarters since. 2,049 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 9 quarters since.
2,049 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.