Curio Wealth’s Vertiv VRT Stock Holding History

Curio Wealth’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	–	Sell	-9	Closed	-$2.26K	–	1122
2026 Q1	$2.26K	Buy	9 +4	+80%	+$888	﹤0.01%	314
2025 Q4	$835	Buy	+5	New	+$868	﹤0.01%	381

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

Curio Wealth's VRT Position: Q2 2026 in Review

Curio Wealth sold out of Vertiv (VRT) in Q2 2026, closing a stake of 9 shares — an estimated $2.26K sold.

Curio Wealth first reported a position in VRT in Q4 2025 and held it in 2 quarters. The position peaked at $2.26K in Q1 2026. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Curio Wealth reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 9 Vertiv shares in Q2 2026, an estimated $2.26K.
Curio Wealth first reported a position in Vertiv in Q4 2025 and held it in 2 quarters.
Curio Wealth's Vertiv position peaked at $2.26K in Q1 2026.
2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.