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Beacon Financial Advisory’s Vertiv VRT Stock Holding History

Beacon Financial Advisory’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 		$898K Buy
2,682
+97
+4% +$30.8K 0.18% 151
2026
Q1 		$648K Buy
2,585
+189
+8% +$42K 0.15% 184
2025
Q4 		$388K Buy
2,396
+226
+10% +$39.2K 0.09% 249
2025
Q3 		$327K Buy
2,170
+115
+6% +$15.3K 0.08% 277
2025
Q2 		$264K Buy
+2,055
New +$200K 0.07% 292

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Beacon Financial Advisory's VRT Position: Q2 2026 in Review

Beacon Financial Advisory increased its Vertiv (VRT) stake by 3.8% in Q2 2026, buying an estimated $30.8K and bringing the position to 2,682 shares worth $898K. The position accounts for 0.18% of the portfolio, ranked #151.

Beacon Financial Advisory first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Beacon Financial Advisory held 2,682 shares of Vertiv worth $898K as of Q2 2026.
  • Beacon Financial Advisory bought 97 Vertiv shares in Q2 2026, an estimated $30.8K.
  • Vertiv made up 0.18% of Beacon Financial Advisory's portfolio in Q2 2026, its #151 holding.
  • Beacon Financial Advisory first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.