CMA
VRT icon

Cedar Mountain Advisors’s Vertiv VRT Stock Holding History

Cedar Mountain 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 		$4.69K Buy
14
+2
+17% +$634 ﹤0.01% 707
2026
Q1 		$3.01K Hold
12
– – ﹤0.01% 776
2025
Q4 		$1.94K Hold
12
– – ﹤0.01% 404
2025
Q3 		$1.81K Buy
+12
New +$1.6K ﹤0.01% 433

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Cedar Mountain Advisors's VRT Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Vertiv (VRT) stake by 17% in Q2 2026, buying an estimated $634 and bringing the position to 14 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Cedar Mountain Advisors first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Cedar Mountain Advisors held 14 shares of Vertiv worth $4.69K as of Q2 2026.
  • Cedar Mountain Advisors bought 2 Vertiv shares in Q2 2026, an estimated $634.
  • Vertiv made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #707 holding.
  • Cedar Mountain Advisors first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.