CFS Investment Advisory Services’s Vertiv VRT Stock Holding History

CFS Investment Advisory Services’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	–	Sell	-717	Closed	-$220K	–	367
2026 Q1	$220K	Buy	+717	New	+$159K	0.02%	340

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 $3.38T AUM 44.17% 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

CFS Investment Advisory Services's VRT Position: Q2 2026 in Review

CFS Investment Advisory Services sold out of Vertiv (VRT) in Q2 2026, closing a stake of 717 shares — an estimated $220K sold.

CFS Investment Advisory Services first reported a position in VRT in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

CFS Investment Advisory Services reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
CFS Investment Advisory Services sold 717 Vertiv shares in Q2 2026, an estimated $220K.
CFS Investment Advisory Services first reported a position in Vertiv in Q1 2026 and held it in 1 quarter.
CFS Investment Advisory Services's Vertiv position peaked at $220K in Q1 2026.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.