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Cahill Financial Advisors’s Vertiv VRT Stock Holding History

Cahill 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 		$676K Hold
2,019
– – 0.06% 158
2026
Q1 		$506K Buy
2,019
+46
+2% +$10.2K 0.05% 176
2025
Q4 		$320K Buy
1,973
+275
+16% +$47.7K 0.04% 234
2025
Q3 		$256K Sell
1,698
-1,544
-48% -$206K 0.03% 257
2025
Q2 		$416K Hold
3,242
– – 0.05% 191
2025
Q1 		$234K Buy
3,242
+90
+3% +$9.58K 0.03% 239
2024
Q4 		$358K Hold
3,152
– – 0.05% 194
2024
Q3 		$314K Sell
3,152
-972
-24% -$80.6K 0.04% 205
2024
Q2 		$357K Hold
4,124
– – 0.05% 196
2024
Q1 		$337K Buy
+4,124
New +$259K 0.05% 205
2023
Q4 		– Sell
-5,680
Closed -$211K – 249
2023
Q3 		$211K Buy
+5,680
New +$187K 0.04% 230

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

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

Cahill Financial Advisors held its Vertiv (VRT) position steady in Q2 2026 at 2,019 shares worth $676K. The position accounts for 0.06% of the portfolio, ranked #158.

Cahill Financial Advisors first reported a position in VRT in Q3 2023 and has held it in 11 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Cahill Financial Advisors held 2,019 shares of Vertiv worth $676K as of Q2 2026.
  • Cahill Financial Advisors left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.06% of Cahill Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • Cahill Financial Advisors first reported a position in Vertiv in Q3 2023 and has held it in 11 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.