CAG
VRT icon

Crestwood Advisors Group’s Vertiv VRT Stock Holding History

Crestwood Advisors 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 		$653K Buy
1,951
+813
+71% +$258K 0.01% 409
2026
Q1 		$285K Buy
+1,138
New +$253K ﹤0.01% 601

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

Crestwood Advisors Group's VRT Position: Q2 2026 in Review

Crestwood Advisors Group increased its Vertiv (VRT) stake by 71% in Q2 2026, buying an estimated $258K and bringing the position to 1,951 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #409.

Crestwood Advisors Group first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Crestwood Advisors Group held 1,951 shares of Vertiv worth $653K as of Q2 2026.
  • Crestwood Advisors Group bought 813 Vertiv shares in Q2 2026, an estimated $258K.
  • Vertiv made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #409 holding.
  • Crestwood Advisors Group first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.