Cascade Financial Partners’s Vertiv VRT Stock Holding History

Cascade Financial 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	$325K	Hold	971	–	–	0.03%	218
2026 Q1	$243K	Buy	+971	New	+$216K	0.03%	233

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cascade Financial Partners's VRT Position: Q2 2026 in Review

Cascade Financial Partners held its Vertiv (VRT) position steady in Q2 2026 at 971 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #218.

Cascade Financial Partners first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,059 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Cascade Financial Partners held 971 shares of Vertiv worth $325K as of Q2 2026.
Cascade Financial Partners left its Vertiv share count unchanged in Q2 2026.
Vertiv made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #218 holding.
Cascade Financial Partners first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,059 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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