BF
VRT icon

bLong Financial’s Vertiv VRT Stock Holding History

bLong Financial’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 		$743K Hold
2,220
– – 0.48% 31
2026
Q1 		$556K Sell
2,220
-500
-18% -$111K 0.42% 37
2025
Q4 		$441K Buy
2,720
+50
+2% +$8.68K 0.31% 42
2025
Q3 		$403K Buy
2,670
+120
+5% +$16K 0.28% 50
2025
Q2 		$327K Buy
+2,550
New +$248K 0.25% 52
2025
Q1 		– Sell
-1,950
Closed -$222K – 83
2024
Q4 		$222K Buy
+1,950
New +$232K 0.18% 70

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

bLong Financial's VRT Position: Q2 2026 in Review

bLong Financial held its Vertiv (VRT) position steady in Q2 2026 at 2,220 shares worth $743K. The position accounts for 0.48% of the portfolio, ranked #31.

bLong Financial first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 2,040 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • bLong Financial held 2,220 shares of Vertiv worth $743K as of Q2 2026.
  • bLong Financial left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.48% of bLong Financial's portfolio in Q2 2026, its #31 holding.
  • bLong Financial first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 2,040 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on bLong Financial's 13F filing for Q2 2026, filed 21 Jul 2026.