BFG
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Beacon Financial Group’s Vertiv VRT Stock Holding History

Beacon Financial Group’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 		$228K Buy
+681
New +$216K 0.02% 355

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 $3.38T AUM 44.17% 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 Group's VRT Position: Q2 2026 in Review

Beacon Financial Group opened a new position in Vertiv (VRT) in Q2 2026: 681 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #355 among its holdings.

2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Beacon Financial Group held 681 shares of Vertiv worth $228K as of Q2 2026.
  • Vertiv was a new Beacon Financial Group position in Q2 2026.
  • Vertiv made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #355 holding.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.