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BOK Financial Private Wealth’s Vertiv VRT Stock Holding History

BOK Financial Private Wealth’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 		$218K Buy
650
+1
+0.2% +$317 0.01% 178
2026
Q1 		$163K Hold
649
– – 0.01% 185
2025
Q4 		$105K Buy
+649
New +$113K 0.01% 219
2025
Q1 		– Sell
-8
Closed -$909 – 669
2024
Q4 		$909 Hold
8
– – ﹤0.01% 517
2024
Q3 		$796 Buy
+8
New +$663 ﹤0.01% 504

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

BOK Financial Private Wealth's VRT Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Vertiv (VRT) stake by 0.15% in Q2 2026, buying an estimated $317 and bringing the position to 650 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #178.

BOK Financial Private Wealth first reported a position in VRT in Q3 2024 and has held it in 5 quarters since. 2,058 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • BOK Financial Private Wealth held 650 shares of Vertiv worth $218K as of Q2 2026.
  • BOK Financial Private Wealth bought 1 Vertiv share in Q2 2026, an estimated $317.
  • Vertiv made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #178 holding.
  • BOK Financial Private Wealth first reported a position in Vertiv in Q3 2024 and has held it in 5 quarters since.
  • 2,058 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.