Diversify Advisory Services’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.73M Buy
+26,865
New +$8.52M 0.13% 164
2026
Q1
Sell
-22,307
Closed -$3.95M 849
2025
Q4
$3.95M Buy
22,307
+12,181
+120% +$2.11M 0.12% 131
2025
Q3
$1.94M Buy
10,126
+5,663
+127% +$755K 0.07% 213
2025
Q2
$641K Buy
4,463
+1,219
+38% +$119K 0.02% 451
2025
Q1
$280K Sell
3,244
-1,133
-26% -$121K 0.02% 517
2024
Q4
$564K Buy
+4,377
New +$520K 0.03% 344

Other funds holding VRT

Diversify Advisory Services's VRT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vertiv (VRT) in Q2 2026: 26,865 shares worth $7.73M. The stake represents 0.13% of the portfolio and ranks #164 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VRT as recently as Q4 2025.

Diversify Advisory Services first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Diversify Advisory Services held 26,865 shares of Vertiv worth $7.73M as of Q2 2026.
  • Vertiv was a new Diversify Advisory Services position in Q2 2026.
  • Vertiv made up 0.13% of Diversify Advisory Services's portfolio in Q2 2026, its #164 holding.
  • Diversify Advisory Services first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.