Confluence Wealth Services’s Vertiv VRT Stock Holding History

Confluence Wealth Services’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	$763K	Buy	+2,280	New	+$723K	0.02%	273

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

LBP AM Paris, France $10B AUM 43.88% 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

Confluence Wealth Services's VRT Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Vertiv (VRT) in Q2 2026: 2,280 shares worth $763K. The stake represents 0.02% of the portfolio and ranks #273 among its holdings.

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

Confluence Wealth Services held 2,280 shares of Vertiv worth $763K as of Q2 2026.
Vertiv was a new Confluence Wealth Services position in Q2 2026.
Vertiv made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #273 holding.
559 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.