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Cassaday & Co Wealth Management’s Vertiv VRT Stock Holding History

Cassaday & Co 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 		$70.3K Buy
210
+188
+855% +$59.6K ﹤0.01% 555
2026
Q1 		$5.51K Buy
+22
New +$4.88K ﹤0.01% 956

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

Cassaday & Co Wealth Management's VRT Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Vertiv (VRT) stake by 855% in Q2 2026, buying an estimated $59.6K and bringing the position to 210 shares worth $70.3K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Cassaday & Co Wealth Management first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Cassaday & Co Wealth Management held 210 shares of Vertiv worth $70.3K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 188 Vertiv shares in Q2 2026, an estimated $59.6K.
  • Vertiv made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #555 holding.
  • Cassaday & Co Wealth Management first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.