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Bogart Wealth LLC’s Vertiv VRT Stock Holding History

Bogart Wealth LLC’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 		$95.8K Buy
286
+6
+2% +$1.9K ﹤0.01% 390
2026
Q1 		$70.2K Sell
280
-1,470
-84% -$326K ﹤0.01% 431
2025
Q4 		$284K Buy
1,750
+1,275
+268% +$221K 0.01% 220
2025
Q3 		$71.7K Sell
475
-997
-68% -$133K ﹤0.01% 385
2025
Q2 		$189K Buy
1,472
+274
+23% +$26.6K 0.01% 242
2025
Q1 		$86.5K Sell
1,198
-926
-44% -$98.6K ﹤0.01% 324
2024
Q4 		$241K Buy
+2,124
New +$252K 0.01% 206
2024
Q3 		– Sell
-297
Closed -$25.7K – 1172
2024
Q2 		$25.7K Sell
297
-4
-1% -$364 ﹤0.01% 501
2024
Q1 		$24.6K Buy
+301
New +$18.9K ﹤0.01% 482

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

Bogart Wealth LLC's VRT Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vertiv (VRT) stake by 2.1% in Q2 2026, buying an estimated $1.9K and bringing the position to 286 shares worth $95.8K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Bogart Wealth LLC first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $284K in Q4 2025. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Bogart Wealth LLC held 286 shares of Vertiv worth $95.8K as of Q2 2026.
  • Bogart Wealth LLC bought 6 Vertiv shares in Q2 2026, an estimated $1.9K.
  • Vertiv made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #390 holding.
  • Bogart Wealth LLC first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
  • Bogart Wealth LLC's Vertiv position peaked at $284K in Q4 2025.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.