Cornerstone Wealth Management’s Vertiv VRT Stock Holding History

Cornerstone 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	$1.57M	Sell	4,691 -762	-14%	-$242K	0.07%	255
2026 Q1	$1.37M	Buy	5,453 +100	+2%	+$22.2K	0.07%	250
2025 Q4	$867K	Buy	5,353 +1,321	+33%	+$229K	0.05%	317
2025 Q3	$608K	Buy	4,032 +198	+5%	+$26.4K	0.03%	370
2025 Q2	$492K	Buy	+3,834	New	+$373K	0.03%	396

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

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

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

Cornerstone Wealth Management reduced its Vertiv (VRT) stake by 14% in Q2 2026, selling an estimated $242K and leaving 4,691 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #255.

Cornerstone Wealth Management first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 472 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Cornerstone Wealth Management held 4,691 shares of Vertiv worth $1.57M as of Q2 2026.
Cornerstone Wealth Management sold 762 Vertiv shares in Q2 2026, an estimated $242K.
Vertiv made up 0.07% of Cornerstone Wealth Management's portfolio in Q2 2026, its #255 holding.
Cornerstone Wealth Management first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
472 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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