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Beacon Bridge Wealth Partners’s Vertiv VRT Stock Holding History

Beacon Bridge Wealth Partners’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 		$635K Buy
1,897
+81
+4% +$25.7K 0.18% 70
2026
Q1 		$455K Buy
1,816
+11
+0.6% +$2.44K 0.15% 77
2025
Q4 		$292K Buy
1,805
+100
+6% +$17.4K 0.1% 85
2025
Q3 		$257K Buy
+1,705
New +$227K 0.09% 78

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Bridge Wealth Partners's VRT Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its Vertiv (VRT) stake by 4.5% in Q2 2026, buying an estimated $25.7K and bringing the position to 1,897 shares worth $635K. The position accounts for 0.18% of the portfolio, ranked #70.

Beacon Bridge Wealth Partners first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 1,726 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Beacon Bridge Wealth Partners held 1,897 shares of Vertiv worth $635K as of Q2 2026.
  • Beacon Bridge Wealth Partners bought 81 Vertiv shares in Q2 2026, an estimated $25.7K.
  • Vertiv made up 0.18% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • Beacon Bridge Wealth Partners first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 1,726 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.