BWM
VRT icon

Bulltick Wealth Management’s Vertiv VRT Stock Holding History

Bulltick Wealth Management’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 		$9.43M Sell
28,167
-13,693
-33% -$4.34M 1.92% 19
2026
Q1 		$10.5M Hold
41,860
– – 2.32% 14
2025
Q4 		$6.78M Hold
41,860
– – 1.44% 22
2025
Q3 		$6.32M Sell
41,860
-10,700
-20% -$1.43M 1.49% 27
2025
Q2 		$6.75M Buy
+52,560
New +$5.11M 1.67% 19

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

Bulltick Wealth Management's VRT Position: Q2 2026 in Review

Bulltick Wealth Management reduced its Vertiv (VRT) stake by 33% in Q2 2026, selling an estimated $4.34M and leaving 28,167 shares worth $9.43M. The position accounts for 1.92% of the portfolio, ranked #19.

Bulltick Wealth Management first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.5M in Q1 2026. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Bulltick Wealth Management held 28,167 shares of Vertiv worth $9.43M as of Q2 2026.
  • Bulltick Wealth Management sold 13,693 Vertiv shares in Q2 2026, an estimated $4.34M.
  • Vertiv made up 1.92% of Bulltick Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Bulltick Wealth Management first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • Bulltick Wealth Management's Vertiv position peaked at $10.5M in Q1 2026.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Bulltick Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.