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Capital Advisors Wealth Management’s Vertiv VRT Stock Holding History

Capital Advisors 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 		$216K Buy
+645
New +$205K 0.03% 221
2025
Q1 		– Sell
-1,837
Closed -$209K – 188
2024
Q4 		$209K Buy
+1,837
New +$218K 0.04% 170

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

Capital Advisors Wealth Management's VRT Position: Q2 2026 in Review

Capital Advisors Wealth Management opened a new position in Vertiv (VRT) in Q2 2026: 645 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #221 among its holdings. This is a return to the name: Capital Advisors Wealth Management previously reported a position in VRT as recently as Q4 2024.

Capital Advisors Wealth Management first reported a position in VRT in Q4 2024 and has held it in 2 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Capital Advisors Wealth Management held 645 shares of Vertiv worth $216K as of Q2 2026.
  • Vertiv was a new Capital Advisors Wealth Management position in Q2 2026.
  • Vertiv made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Capital Advisors Wealth Management first reported a position in Vertiv in Q4 2024 and has held it in 2 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.