Elevated Capital Advisors’s Vertiv VRT Stock Holding History

Elevated Capital Advisors’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	$48.9K	Hold	146	–	–	0.01%	340
2026 Q1	$36.6K	Hold	146	–	–	0.01%	374
2025 Q4	$23.7K	Buy	+146	New	+$25.3K	0.01%	387
2024 Q4	–	Sell	-2,340	Closed	-$233K	–	284
2024 Q3	$233K	Sell	2,340 -55	-2%	-$4.56K	0.06%	254
2024 Q2	$207K	Buy	+2,395	New	+$218K	0.06%	225
2022 Q4	–	Sell	-51,330	Closed	-$499K	–	173
2022 Q3	$499K	Buy	+51,330	New	+$577K	0.2%	118
2022 Q1	$660K	Buy	+47,174	New	+$839K	0.22%	122
2021 Q3	$862K	Buy	+35,795	New	+$951K	0.3%	104
2021 Q1	$647K	Buy	29,696 +594	+2%	+$12K	0.25%	111
2020 Q4	$543K	Buy	29,102 +1,376	+5%	+$25.3K	0.24%	125
2020 Q3	$466K	Sell	27,726 -5,489	-17%	-$85.9K	0.22%	123
2020 Q2	$553K	Buy	+33,215	New	+$387K	0.26%	115

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elevated Capital Advisors's VRT Position: Q2 2026 in Review

Elevated Capital Advisors held its Vertiv (VRT) position steady in Q2 2026 at 146 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #340.

Elevated Capital Advisors first reported a position in VRT in Q2 2020 and has held it in 12 quarters since. The position peaked at $862K in Q3 2021. 2,059 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Elevated Capital Advisors held 146 shares of Vertiv worth $48.9K as of Q2 2026.
Elevated Capital Advisors left its Vertiv share count unchanged in Q2 2026.
Vertiv made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #340 holding.
Elevated Capital Advisors first reported a position in Vertiv in Q2 2020 and has held it in 12 quarters since.
Elevated Capital Advisors's Vertiv position peaked at $862K in Q3 2021.
2,059 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.