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Clearstead Advisors’s Vertiv VRT Stock Holding History

Clearstead Advisors’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 		$3.07M Buy
9,167
+2,156
+31% +$684K 0.03% 316
2026
Q1 		$1.76M Buy
7,011
+296
+4% +$65.7K 0.02% 392
2025
Q4 		$1.09M Sell
6,715
-1,042
-13% -$181K 0.01% 456
2025
Q3 		$1.17M Buy
7,757
+4,716
+155% +$629K 0.02% 420
2025
Q2 		$390K Buy
3,041
+937
+45% +$91.1K 0.01% 672
2025
Q1 		$152K Buy
2,104
+897
+74% +$95.5K ﹤0.01% 892
2024
Q4 		$137K Sell
1,207
-817
-40% -$97K ﹤0.01% 945
2024
Q3 		$201K Buy
2,024
+164
+9% +$13.6K ﹤0.01% 860
2024
Q2 		$161K Buy
1,860
+435
+31% +$39.6K ﹤0.01% 883
2024
Q1 		$135K Buy
1,425
+185
+15% +$11.6K 0.01% 539
2023
Q4 		$59.6K Buy
1,240
+215
+21% +$9.15K ﹤0.01% 701
2023
Q3 		$38.1K Buy
+1,025
New +$33.8K ﹤0.01% 766

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

Clearstead Advisors's VRT Position: Q2 2026 in Review

Clearstead Advisors increased its Vertiv (VRT) stake by 31% in Q2 2026, buying an estimated $684K and bringing the position to 9,167 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #316.

Clearstead Advisors first reported a position in VRT in Q3 2023 and has held it in 12 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Clearstead Advisors held 9,167 shares of Vertiv worth $3.07M as of Q2 2026.
  • Clearstead Advisors bought 2,156 Vertiv shares in Q2 2026, an estimated $684K.
  • Vertiv made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #316 holding.
  • Clearstead Advisors first reported a position in Vertiv in Q3 2023 and has held it in 12 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.