Elevation Wealth Partners’s Vertiv VRT Stock Holding History

Elevation Wealth Partners’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	$10K	Hold	30	–	–	﹤0.01%	807
2026 Q1	$7.52K	Hold	30	–	–	﹤0.01%	591
2025 Q4	$4.86K	Buy	30 +26	+650%	+$4.51K	﹤0.01%	637
2025 Q3	$604	Buy	+4	New	+$534	﹤0.01%	796

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

Elevation Wealth Partners's VRT Position: Q2 2026 in Review

Elevation Wealth Partners held its Vertiv (VRT) position steady in Q2 2026 at 30 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Elevation Wealth Partners first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Elevation Wealth Partners held 30 shares of Vertiv worth $10K as of Q2 2026.
Elevation Wealth Partners left its Vertiv share count unchanged in Q2 2026.
Vertiv made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #807 holding.
Elevation Wealth Partners first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.