DAS
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Dynamic Advisor Solutions’s Vertiv VRT Stock Holding History

Dynamic Advisor Solutions’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 		$2.31M Sell
6,886
-995
-13% -$316K 0.07% 301
2026
Q1 		$1.97M Buy
7,881
+348
+5% +$77.3K 0.06% 317
2025
Q4 		$1.22M Sell
7,533
-1,881
-20% -$327K 0.04% 411
2025
Q3 		$1.42M Buy
9,414
+1,433
+18% +$191K 0.04% 393
2025
Q2 		$1.02M Buy
7,981
+809
+11% +$78.7K 0.03% 450
2025
Q1 		$518K Buy
+7,172
New +$763K 0.02% 575
2024
Q4 		– Sell
-4,379
Closed -$436K – 900
2024
Q3 		$436K Buy
+4,379
New +$363K 0.01% 647

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Dynamic Advisor Solutions's VRT Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vertiv (VRT) stake by 13% in Q2 2026, selling an estimated $316K and leaving 6,886 shares worth $2.31M. The position accounts for 0.07% of the portfolio, ranked #301.

Dynamic Advisor Solutions first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 346 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Dynamic Advisor Solutions held 6,886 shares of Vertiv worth $2.31M as of Q2 2026.
  • Dynamic Advisor Solutions sold 995 Vertiv shares in Q2 2026, an estimated $316K.
  • Vertiv made up 0.07% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #301 holding.
  • Dynamic Advisor Solutions first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 346 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.