CWM
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Consultiva Wealth Management’s Vertiv VRT Stock Holding History

Consultiva Wealth Management’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 		$50.2K Hold
150
– – 0.11% 109
2026
Q1 		$37.6K Hold
150
– – 0.11% 110
2025
Q4 		$24.3K Hold
150
– – 0.07% 142
2025
Q3 		$22.6K Hold
150
– – 0.06% 148
2025
Q2 		$19.3K Hold
150
– – 0.06% 171
2025
Q1 		$10.8K Buy
+150
New +$16K 0.04% 202

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

Consultiva Wealth Management's VRT Position: Q2 2026 in Review

Consultiva Wealth Management held its Vertiv (VRT) position steady in Q2 2026 at 150 shares worth $50.2K. The position accounts for 0.11% of the portfolio, ranked #109.

Consultiva Wealth Management first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Consultiva Wealth Management held 150 shares of Vertiv worth $50.2K as of Q2 2026.
  • Consultiva Wealth Management left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.11% of Consultiva Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Consultiva Wealth Management first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.