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Benjamin Edwards Inc’s Vertiv VRT Stock Holding History

Benjamin Edwards Inc’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 		$892K Buy
2,663
+647
+32% +$205K 0.01% 844
2026
Q1 		$505K Buy
2,016
+147
+8% +$32.6K 0.01% 998
2025
Q4 		$303K Sell
1,869
-566
-23% -$98.3K ﹤0.01% 1108
2025
Q3 		$367K Sell
2,435
-4,738
-66% -$632K ﹤0.01% 1029
2025
Q2 		$921K Sell
7,173
-585
-8% -$56.9K 0.01% 654
2025
Q1 		$560K Buy
7,758
+5,200
+203% +$553K 0.01% 748
2024
Q4 		$291K Buy
2,558
+448
+21% +$53.2K ﹤0.01% 980
2024
Q3 		$210K Buy
2,110
+1,776
+532% +$147K ﹤0.01% 1051
2024
Q2 		$29K Buy
334
+38
+13% +$3.46K 0.01% 557
2024
Q1 		$24K Buy
+296
New +$18.6K ﹤0.01% 558

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

Benjamin Edwards Inc's VRT Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vertiv (VRT) stake by 32% in Q2 2026, buying an estimated $205K and bringing the position to 2,663 shares worth $892K. The position accounts for 0.01% of the portfolio, ranked #844.

Benjamin Edwards Inc first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $921K in Q2 2025. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Benjamin Edwards Inc held 2,663 shares of Vertiv worth $892K as of Q2 2026.
  • Benjamin Edwards Inc bought 647 Vertiv shares in Q2 2026, an estimated $205K.
  • Vertiv made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #844 holding.
  • Benjamin Edwards Inc first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • Benjamin Edwards Inc's Vertiv position peaked at $921K in Q2 2025.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.