EWM
VRT icon

Elevatus Welath Management’s Vertiv VRT Stock Holding History

Elevatus Welath Management’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 		$459K Buy
1,370
+249
+22% +$79K 0.11% 135
2026
Q1 		$281K Sell
1,121
-446
-28% -$99K 0.15% 107
2025
Q4 		$254K Buy
+1,567
New +$272K 0.07% 130

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 $3.38T AUM 44.17% 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

Elevatus Welath Management's VRT Position: Q2 2026 in Review

Elevatus Welath Management increased its Vertiv (VRT) stake by 22% in Q2 2026, buying an estimated $79K and bringing the position to 1,370 shares worth $459K. The position accounts for 0.11% of the portfolio, ranked #135.

Elevatus Welath Management first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Elevatus Welath Management held 1,370 shares of Vertiv worth $459K as of Q2 2026.
  • Elevatus Welath Management bought 249 Vertiv shares in Q2 2026, an estimated $79K.
  • Vertiv made up 0.11% of Elevatus Welath Management's portfolio in Q2 2026, its #135 holding.
  • Elevatus Welath Management first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.