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Cooper Financial Group’s Vertiv VRT Stock Holding History

Cooper Financial Group’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 		$513K Buy
+1,531
New +$486K 0.04% 261

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

Cooper Financial Group's VRT Position: Q2 2026 in Review

Cooper Financial Group opened a new position in Vertiv (VRT) in Q2 2026: 1,531 shares worth $513K. The stake represents 0.04% of the portfolio and ranks #261 among its holdings.

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

  • Cooper Financial Group held 1,531 shares of Vertiv worth $513K as of Q2 2026.
  • Vertiv was a new Cooper Financial Group position in Q2 2026.
  • Vertiv made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #261 holding.
  • 277 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.