Cetera Investment Advisers
VRT icon

Cetera Investment Advisers’s Vertiv VRT Stock Holding History

Cetera Investment Advisers’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 		$102M Buy
304,191
+8,435
+3% +$2.68M 0.09% 221
2026
Q1 		$74.1M Buy
295,756
+13,670
+5% +$3.03M 0.08% 248
2025
Q4 		$45.7M Sell
282,086
-8,620
-3% -$1.5M 0.05% 372
2025
Q3 		$43.9M Buy
290,706
+27,236
+10% +$3.63M 0.05% 365
2025
Q2 		$33.8M Buy
263,470
+18,501
+8% +$1.8M 0.06% 343
2025
Q1 		$17.7M Buy
244,969
+28,202
+13% +$3M 0.03% 508
2024
Q4 		$24.6M Buy
216,767
+57,965
+37% +$6.88M 0.05% 367
2024
Q3 		$15.8M Buy
158,802
+48,742
+44% +$4.04M 0.03% 500
2024
Q2 		$9.53M Buy
110,060
+52,749
+92% +$4.8M 0.02% 690
2024
Q1 		$4.68M Buy
57,311
+47,971
+514% +$3.01M 0.01% 1017
2023
Q4 		$449K Sell
9,340
-26,887
-74% -$1.14M ﹤0.01% 1540
2023
Q3 		$1.35M Buy
+36,227
New +$1.19M 0.01% 920
2023
Q1 		– Sell
-12,074
Closed -$165K – 2253
2022
Q4 		$165K Buy
+12,074
New +$161K ﹤0.01% 1939
2022
Q1 		– Sell
-13,386
Closed -$334K – 2001
2021
Q4 		$334K Buy
13,386
+255
+2% +$6.38K ﹤0.01% 1432
2021
Q3 		$316K Buy
13,131
+860
+7% +$22.9K 0.01% 1409
2021
Q2 		$335K Buy
+12,271
New +$293K 0.01% 1349

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

Cetera Investment Advisers's VRT Position: Q2 2026 in Review

Cetera Investment Advisers increased its Vertiv (VRT) stake by 2.9% in Q2 2026, buying an estimated $2.68M and bringing the position to 304,191 shares worth $102M. The position accounts for 0.09% of the portfolio, ranked #221.

Cetera Investment Advisers first reported a position in VRT in Q2 2021 and has held it in 16 quarters since. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Cetera Investment Advisers held 304,191 shares of Vertiv worth $102M as of Q2 2026.
  • Cetera Investment Advisers bought 8,435 Vertiv shares in Q2 2026, an estimated $2.68M.
  • Vertiv made up 0.09% of Cetera Investment Advisers's portfolio in Q2 2026, its #221 holding.
  • Cetera Investment Advisers first reported a position in Vertiv in Q2 2021 and has held it in 16 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.