CWM
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Cranbrook Wealth Management’s Vertiv VRT Stock Holding History

Cranbrook 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 		$1.34K Hold
4
– – ﹤0.01% 382
2026
Q1 		$1K Hold
4
– – ﹤0.01% 372
2025
Q4 		$649 Hold
4
– – ﹤0.01% 396
2025
Q3 		$604 Hold
4
– – ﹤0.01% 387
2025
Q2 		$514 Hold
4
– – ﹤0.01% 393
2025
Q1 		$289 Hold
4
– – ﹤0.01% 417
2024
Q4 		$455 Hold
4
– – ﹤0.01% 387
2024
Q3 		$398 Hold
4
– – ﹤0.01% 358
2024
Q2 		$347 Buy
+4
New +$364 ﹤0.01% 306

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

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

Cranbrook Wealth Management held its Vertiv (VRT) position steady in Q2 2026 at 4 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Cranbrook Wealth Management first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Cranbrook Wealth Management held 4 shares of Vertiv worth $1.34K as of Q2 2026.
  • Cranbrook Wealth Management left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q2 2026, its #382 holding.
  • Cranbrook Wealth Management first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.