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BSW Wealth Partners’s Vertiv VRT Stock Holding History

BSW Wealth Partners’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 		$594K Sell
1,773
-41
-2% -$13K 0.07% 165
2026
Q1 		$455K Buy
1,814
+407
+29% +$90.3K 0.06% 190
2025
Q4 		$228K Sell
1,407
-33
-2% -$5.73K 0.03% 288
2025
Q3 		$217K Buy
+1,440
New +$192K 0.03% 302

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

BSW Wealth Partners's VRT Position: Q2 2026 in Review

BSW Wealth Partners reduced its Vertiv (VRT) stake by 2.3% in Q2 2026, selling an estimated $13K and leaving 1,773 shares worth $594K. The position accounts for 0.07% of the portfolio, ranked #165.

BSW Wealth Partners first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • BSW Wealth Partners held 1,773 shares of Vertiv worth $594K as of Q2 2026.
  • BSW Wealth Partners sold 41 Vertiv shares in Q2 2026, an estimated $13K.
  • Vertiv made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #165 holding.
  • BSW Wealth Partners first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.