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Concord Wealth Partners’s Vertiv VRT Stock Holding History

Concord Wealth Partners’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 		$258K Buy
+770
New +$244K 0.03% 198
2026
Q1 		– Sell
-654
Closed -$106K – 773
2025
Q4 		$106K Buy
654
+186
+40% +$32.3K 0.01% 248
2025
Q3 		$70.6K Buy
468
+467
+46,700% +$62.3K 0.01% 295
2025
Q2 		$128 Hold
1
– – ﹤0.01% 826
2025
Q1 		$72 Hold
1
– – ﹤0.01% 797
2024
Q4 		$114 Buy
+1
New +$119 ﹤0.01% 900

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

Concord Wealth Partners's VRT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vertiv (VRT) in Q2 2026: 770 shares worth $258K. The stake represents 0.03% of the portfolio and ranks #198 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VRT as recently as Q4 2025.

Concord Wealth Partners first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Concord Wealth Partners held 770 shares of Vertiv worth $258K as of Q2 2026.
  • Vertiv was a new Concord Wealth Partners position in Q2 2026.
  • Vertiv made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #198 holding.
  • Concord Wealth Partners first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.