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Burling Wealth Partners’s Vertiv VRT Stock Holding History

Burling 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 		$1.7M Sell
5,092
-148
-3% -$46.9K 0.25% 78
2026
Q1 		$1.31M Buy
5,240
+12
+0.2% +$2.66K 0.21% 85
2025
Q4 		$847K Hold
5,228
– – 0.13% 105
2025
Q3 		$789K Sell
5,228
-86
-2% -$11.5K 0.13% 110
2025
Q2 		$682K Buy
+5,314
New +$517K 0.13% 106

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 $3.38T AUM 44.17% 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

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

Burling Wealth Partners reduced its Vertiv (VRT) stake by 2.8% in Q2 2026, selling an estimated $46.9K and leaving 5,092 shares worth $1.7M. The position accounts for 0.25% of the portfolio, ranked #78.

Burling Wealth Partners first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Burling Wealth Partners held 5,092 shares of Vertiv worth $1.7M as of Q2 2026.
  • Burling Wealth Partners sold 148 Vertiv shares in Q2 2026, an estimated $46.9K.
  • Vertiv made up 0.25% of Burling Wealth Partners's portfolio in Q2 2026, its #78 holding.
  • Burling Wealth Partners first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.