BXM Wealth’s Vertiv VRT Stock Holding History

BXM 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	$517K	Buy	1,543 +363	+31%	+$115K	0.28%	86
2026 Q1	$296K	Buy	+1,180	New	+$262K	0.23%	94

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

BXM Wealth's VRT Position: Q2 2026 in Review

BXM Wealth increased its Vertiv (VRT) stake by 31% in Q2 2026, buying an estimated $115K and bringing the position to 1,543 shares worth $517K. The position accounts for 0.28% of the portfolio, ranked #86.

BXM Wealth first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

BXM Wealth held 1,543 shares of Vertiv worth $517K as of Q2 2026.
BXM Wealth bought 363 Vertiv shares in Q2 2026, an estimated $115K.
Vertiv made up 0.28% of BXM Wealth's portfolio in Q2 2026, its #86 holding.
BXM Wealth first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
575 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.