Centerpoint Advisory Group’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$580K Buy
1,731
+145
+9% +$46K 0.37% 58
2026
Q1
$397K Buy
1,586
+256
+19% +$56.8K 0.3% 65
2025
Q4
$215K Buy
+1,330
New +$231K 0.17% 99

Other funds holding VRT

Centerpoint Advisory Group's VRT Position: Q2 2026 in Review

Centerpoint Advisory Group increased its Vertiv (VRT) stake by 9.1% in Q2 2026, buying an estimated $46K and bringing the position to 1,731 shares worth $580K. The position accounts for 0.37% of the portfolio, ranked #58.

Centerpoint Advisory Group first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Centerpoint Advisory Group held 1,731 shares of Vertiv worth $580K as of Q2 2026.
  • Centerpoint Advisory Group bought 145 Vertiv shares in Q2 2026, an estimated $46K.
  • Vertiv made up 0.37% of Centerpoint Advisory Group's portfolio in Q2 2026, its #58 holding.
  • Centerpoint Advisory Group first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.