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Channel Wealth’s Vertiv VRT Stock Holding History

Channel Wealth’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 		$245K Buy
+731
New +$232K 0.05% 165
2025
Q3 		– Sell
-2,904
Closed -$373K – 187
2025
Q2 		$373K Sell
2,904
-17,199
-86% -$1.67M 0.11% 120
2025
Q1 		$1.45M Sell
20,103
-686
-3% -$73K 0.45% 53
2024
Q4 		$2.36M Sell
20,789
-2,069
-9% -$246K 0.77% 43
2024
Q3 		$2.27M Buy
+22,858
New +$1.89M 0.75% 43

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

Channel Wealth's VRT Position: Q2 2026 in Review

Channel Wealth opened a new position in Vertiv (VRT) in Q2 2026: 731 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #165 among its holdings. This is a return to the name: Channel Wealth previously reported a position in VRT as recently as Q2 2025.

Channel Wealth first reported a position in VRT in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.36M in Q4 2024. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Channel Wealth held 731 shares of Vertiv worth $245K as of Q2 2026.
  • Vertiv was a new Channel Wealth position in Q2 2026.
  • Vertiv made up 0.05% of Channel Wealth's portfolio in Q2 2026, its #165 holding.
  • Channel Wealth first reported a position in Vertiv in Q3 2024 and has held it in 5 quarters since.
  • Channel Wealth's Vertiv position peaked at $2.36M in Q4 2024.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.