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Bell Investment Advisors’s Vertiv VRT Stock Holding History

Bell Investment 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
2026
Q2 		$173K Buy
516
+2
+0.4% +$634 0.03% 145
2026
Q1 		$129K Buy
514
+45
+10% +$9.99K 0.02% 149
2025
Q4 		$76K Buy
469
+10
+2% +$1.74K 0.01% 191
2025
Q3 		$69.2K Sell
459
-38
-8% -$5.07K 0.01% 201
2025
Q2 		$63.8K Buy
497
+32
+7% +$3.11K 0.01% 212
2025
Q1 		$33.6K Buy
465
+12
+3% +$1.28K 0.01% 279
2024
Q4 		$51.5K Buy
453
+6
+1% +$712 0.01% 219
2024
Q3 		$44.5K Buy
447
+3
+0.7% +$249 0.01% 237
2024
Q2 		$38.4K Buy
444
+7
+2% +$637 0.01% 257
2024
Q1 		$35.7K Buy
437
+10
+2% +$628 0.01% 261
2023
Q4 		$20.5K Sell
427
-9
-2% -$383 ﹤0.01% 348
2023
Q3 		$16.2K Sell
436
-37
-8% -$1.22K ﹤0.01% 366
2023
Q2 		$11.7K Sell
473
-16
-3% -$275 ﹤0.01% 457
2023
Q1 		$7K Sell
489
-52
-10% -$763 ﹤0.01% 622
2022
Q4 		$7.39K Hold
541
– – ﹤0.01% 616
2022
Q3 		$5K Buy
541
+449
+488% +$5.04K ﹤0.01% 723
2022
Q2 		$1K Buy
+92
New +$1.04K ﹤0.01% 1650
2021
Q4 		$1K Buy
43
+22
+105% +$550 ﹤0.01% 1656
2021
Q3 		$1K Buy
+21
New +$558 ﹤0.01% 1608

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

Bell Investment Advisors's VRT Position: Q2 2026 in Review

Bell Investment Advisors increased its Vertiv (VRT) stake by 0.39% in Q2 2026, buying an estimated $634 and bringing the position to 516 shares worth $173K. The position accounts for 0.03% of the portfolio, ranked #145.

Bell Investment Advisors first reported a position in VRT in Q3 2021 and has held it in 19 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Bell Investment Advisors held 516 shares of Vertiv worth $173K as of Q2 2026.
  • Bell Investment Advisors bought 2 Vertiv shares in Q2 2026, an estimated $634.
  • Vertiv made up 0.03% of Bell Investment Advisors's portfolio in Q2 2026, its #145 holding.
  • Bell Investment Advisors first reported a position in Vertiv in Q3 2021 and has held it in 19 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.