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Cyndeo Wealth Partners’s Vertiv VRT Stock Holding History

Cyndeo Wealth Partners’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 		$638K Sell
1,907
-207
-10% -$65.7K 0.03% 316
2026
Q1 		$530K Sell
2,114
-181
-8% -$40.2K 0.03% 313
2025
Q4 		$372K Sell
2,295
-534
-19% -$92.7K 0.02% 371
2025
Q3 		$427K Buy
2,829
+22
+0.8% +$2.94K 0.02% 330
2025
Q2 		$360K Buy
+2,807
New +$273K 0.02% 351
2024
Q3 		– Sell
-37,238
Closed -$3.22M – 463
2024
Q2 		$3.22M Sell
37,238
-1,288
-3% -$117K 0.25% 115
2024
Q1 		$3.15M Buy
38,526
+815
+2% +$51.2K 0.26% 110
2023
Q4 		$1.81M Sell
37,711
-605
-2% -$25.8K 0.17% 148
2023
Q3 		$1.43M Buy
+38,316
New +$1.26M 0.15% 152

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

Cyndeo Wealth Partners's VRT Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Vertiv (VRT) stake by 9.8% in Q2 2026, selling an estimated $65.7K and leaving 1,907 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #316.

Cyndeo Wealth Partners first reported a position in VRT in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.22M in Q2 2024. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Cyndeo Wealth Partners held 1,907 shares of Vertiv worth $638K as of Q2 2026.
  • Cyndeo Wealth Partners sold 207 Vertiv shares in Q2 2026, an estimated $65.7K.
  • Vertiv made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #316 holding.
  • Cyndeo Wealth Partners first reported a position in Vertiv in Q3 2023 and has held it in 9 quarters since.
  • Cyndeo Wealth Partners's Vertiv position peaked at $3.22M in Q2 2024.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.