Crewe Advisors’s Vertiv VRT Stock Holding History

Crewe Advisors’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	$186K	Buy	557 +31	+6%	+$9.83K	0.01%	241
2026 Q1	$132K	Buy	526 +139	+36%	+$30.9K	0.01%	250
2025 Q4	$62.7K	Sell	387 -54	-12%	-$9.38K	0.01%	341
2025 Q3	$66.5K	Sell	441 -92	-17%	-$12.3K	0.01%	342
2025 Q2	$68.4K	Buy	533 +6	+1%	+$583	0.01%	264
2025 Q1	$38K	Hold	527	–	–	0.01%	297
2024 Q4	$59.9K	Buy	+527	New	+$62.6K	0.01%	264
2023 Q4	–	Sell	-4	Closed	-$149	–	697
2023 Q3	$149	Buy	+4	New	+$132	﹤0.01%	477

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Crewe Advisors's VRT Position: Q2 2026 in Review

Crewe Advisors increased its Vertiv (VRT) stake by 5.9% in Q2 2026, buying an estimated $9.83K and bringing the position to 557 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #241.

Crewe Advisors first reported a position in VRT in Q3 2023 and has held it in 8 quarters since. 2,059 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Crewe Advisors held 557 shares of Vertiv worth $186K as of Q2 2026.
Crewe Advisors bought 31 Vertiv shares in Q2 2026, an estimated $9.83K.
Vertiv made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #241 holding.
Crewe Advisors first reported a position in Vertiv in Q3 2023 and has held it in 8 quarters since.
2,059 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.