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Clark Financial Services Group’s Vertiv VRT Stock Holding History

Clark Financial Services Group’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 		$888K Buy
2,652
+442
+20% +$140K 0.42% 35
2026
Q1 		$554K Buy
+2,210
New +$491K 0.3% 48

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

Clark Financial Services Group's VRT Position: Q2 2026 in Review

Clark Financial Services Group increased its Vertiv (VRT) stake by 20% in Q2 2026, buying an estimated $140K and bringing the position to 2,652 shares worth $888K. The position accounts for 0.42% of the portfolio, ranked #35.

Clark Financial Services Group first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,041 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Clark Financial Services Group held 2,652 shares of Vertiv worth $888K as of Q2 2026.
  • Clark Financial Services Group bought 442 Vertiv shares in Q2 2026, an estimated $140K.
  • Vertiv made up 0.42% of Clark Financial Services Group's portfolio in Q2 2026, its #35 holding.
  • Clark Financial Services Group first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 2,041 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.