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DiNuzzo Private Wealth’s Vertiv VRT Stock Holding History

DiNuzzo Private 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 		$11.4K Buy
34
+2
+6% +$634 ﹤0.01% 267
2026
Q1 		$8.02K Sell
32
-11
-26% -$2.44K ﹤0.01% 303
2025
Q4 		$6.97K Sell
43
-224
-84% -$38.9K ﹤0.01% 326
2025
Q3 		$34.1K Buy
267
+3
+1% +$400 ﹤0.01% 145
2025
Q2 		$33.9K Buy
264
+234
+780% +$22.8K ﹤0.01% 147
2025
Q1 		$2.17K Sell
30
-3
-9% -$319 ﹤0.01% 570
2024
Q4 		$3.75K Buy
33
+5
+18% +$594 ﹤0.01% 414
2024
Q3 		$2.79K Hold
28
– – ﹤0.01% 501
2024
Q2 		$2.42K Buy
28
+8
+40% +$728 ﹤0.01% 450
2024
Q1 		$1.63K Hold
20
– – ﹤0.01% 549
2023
Q4 		$961 Buy
+20
New +$852 ﹤0.01% 719

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

DiNuzzo Private Wealth's VRT Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Vertiv (VRT) stake by 6.3% in Q2 2026, buying an estimated $634 and bringing the position to 34 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

DiNuzzo Private Wealth first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $34.1K in Q3 2025. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • DiNuzzo Private Wealth held 34 shares of Vertiv worth $11.4K as of Q2 2026.
  • DiNuzzo Private Wealth bought 2 Vertiv shares in Q2 2026, an estimated $634.
  • Vertiv made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #267 holding.
  • DiNuzzo Private Wealth first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Vertiv position peaked at $34.1K in Q3 2025.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.