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Beacon Investment Advisory Services’s Vertiv VRT Stock Holding History

Beacon Investment Advisory Services’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 		$1.34K Buy
+4
New +$1.27K ﹤0.01% 772

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State Street
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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 Investment Advisory Services's VRT Position: Q2 2026 in Review

Beacon Investment Advisory Services opened a new position in Vertiv (VRT) in Q2 2026: 4 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings.

2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Beacon Investment Advisory Services held 4 shares of Vertiv worth $1.34K as of Q2 2026.
  • Vertiv was a new Beacon Investment Advisory Services position in Q2 2026.
  • Vertiv made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #772 holding.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.