Bravera Wealth’s Vertiv VRT Stock Holding History

Bravera 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	–	Sell	-76	Closed	-$19K	–	414
2026 Q1	$19K	Buy	+76	New	+$16.9K	0.01%	245

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

Bravera Wealth's VRT Position: Q2 2026 in Review

Bravera Wealth sold out of Vertiv (VRT) in Q2 2026, closing a stake of 76 shares — an estimated $19K sold.

Bravera Wealth first reported a position in VRT in Q1 2026 and held it in 1 quarter. The position peaked at $19K in Q1 2026. 624 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Bravera Wealth reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
Bravera Wealth sold 76 Vertiv shares in Q2 2026, an estimated $19K.
Bravera Wealth first reported a position in Vertiv in Q1 2026 and held it in 1 quarter.
Bravera Wealth's Vertiv position peaked at $19K in Q1 2026.
624 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.