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Convergence Financial’s Vertiv VRT Stock Holding History

Convergence Financial’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 		$243K Buy
+726
New +$230K 0.02% 248

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

Convergence Financial's VRT Position: Q2 2026 in Review

Convergence Financial opened a new position in Vertiv (VRT) in Q2 2026: 726 shares worth $243K. The stake represents 0.02% of the portfolio and ranks #248 among its holdings.

2,041 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Convergence Financial held 726 shares of Vertiv worth $243K as of Q2 2026.
  • Vertiv was a new Convergence Financial position in Q2 2026.
  • Vertiv made up 0.02% of Convergence Financial's portfolio in Q2 2026, its #248 holding.
  • 2,041 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.