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Dakota Wealth Management’s Vertiv VRT Stock Holding History

Dakota 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 		$15.4M Buy
45,914
+11,689
+34% +$3.71M 0.29% 78
2026
Q1 		$8.58M Sell
34,225
-6,692
-16% -$1.49M 0.19% 119
2025
Q4 		$6.63M Sell
40,917
-550
-1% -$95.5K 0.12% 143
2025
Q3 		$6.26M Buy
41,467
+36,608
+753% +$4.88M 0.13% 138
2025
Q2 		$624K Sell
4,859
-35,220
-88% -$3.42M 0.01% 475
2025
Q1 		$2.89M Buy
40,079
+8,048
+25% +$857K 0.07% 215
2024
Q4 		$3.64M Sell
32,031
-9,161
-22% -$1.09M 0.08% 187
2024
Q3 		$4.1M Sell
41,192
-31,332
-43% -$2.6M 0.09% 190
2024
Q2 		$6.28M Buy
72,524
+37,478
+107% +$3.41M 0.15% 122
2024
Q1 		$2.86M Buy
+35,046
New +$2.2M 0.07% 221

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

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

Dakota Wealth Management increased its Vertiv (VRT) stake by 34% in Q2 2026, buying an estimated $3.71M and bringing the position to 45,914 shares worth $15.4M. The position accounts for 0.29% of the portfolio, ranked #78.

Dakota Wealth Management first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Dakota Wealth Management held 45,914 shares of Vertiv worth $15.4M as of Q2 2026.
  • Dakota Wealth Management bought 11,689 Vertiv shares in Q2 2026, an estimated $3.71M.
  • Vertiv made up 0.29% of Dakota Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Dakota Wealth Management first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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