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Brendel Financial Advisors’s Vertiv VRT Stock Holding History

Brendel Financial Advisors’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 		$3.21M Sell
9,585
-21
-0.2% -$6.66K 1.49% 33
2026
Q1 		$2.41M Buy
+9,606
New +$2.13M 1.19% 43
2025
Q1 		– Sell
-2,114
Closed -$240K – 107
2024
Q4 		$240K Buy
+2,114
New +$251K 0.15% 81

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

Brendel Financial Advisors's VRT Position: Q2 2026 in Review

Brendel Financial Advisors reduced its Vertiv (VRT) stake by 0.22% in Q2 2026, selling an estimated $6.66K and leaving 9,585 shares worth $3.21M. The position accounts for 1.49% of the portfolio, ranked #33.

Brendel Financial Advisors first reported a position in VRT in Q4 2024 and has held it in 3 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Brendel Financial Advisors held 9,585 shares of Vertiv worth $3.21M as of Q2 2026.
  • Brendel Financial Advisors sold 21 Vertiv shares in Q2 2026, an estimated $6.66K.
  • Vertiv made up 1.49% of Brendel Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Brendel Financial Advisors first reported a position in Vertiv in Q4 2024 and has held it in 3 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.