CogentBlue Wealth Advisors’s Vertiv VRT Stock Holding History

CogentBlue Wealth 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	$215K	Buy	+642	New	+$204K	0.12%	93

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CogentBlue Wealth Advisors's VRT Position: Q2 2026 in Review

CogentBlue Wealth Advisors opened a new position in Vertiv (VRT) in Q2 2026: 642 shares worth $215K. The stake represents 0.12% of the portfolio and ranks #93 among its holdings.

395 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

CogentBlue Wealth Advisors held 642 shares of Vertiv worth $215K as of Q2 2026.
Vertiv was a new CogentBlue Wealth Advisors position in Q2 2026.
Vertiv made up 0.12% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #93 holding.
395 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.