Envestnet Portfolio Solutions
VRT icon

Envestnet Portfolio Solutions’s Vertiv VRT Stock Holding History

Envestnet Portfolio 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 		$3.11M Buy
9,295
+235
+3% +$74.5K 0.01% 416
2026
Q1 		$2.27M Sell
9,060
-51,069
-85% -$11.3M 0.01% 428
2025
Q4 		$9.74M Sell
60,129
-10,536
-15% -$1.83M 0.03% 244
2025
Q3 		$10.7M Sell
70,665
-1,223
-2% -$163K 0.04% 216
2025
Q2 		$9.23M Sell
71,888
-18,405
-20% -$1.79M 0.03% 238
2025
Q1 		$6.52M Buy
90,293
+2,465
+3% +$262K 0.02% 303
2024
Q4 		$9.98M Buy
87,828
+8,197
+10% +$973K 0.03% 251
2024
Q3 		$7.92M Buy
79,631
+34,315
+76% +$2.84M 0.03% 292
2024
Q2 		$3.92M Buy
45,316
+26,491
+141% +$2.41M 0.01% 432
2024
Q1 		$1.54M Sell
18,825
-3,289
-15% -$207K 0.01% 712
2023
Q4 		$1.06M Buy
+22,114
New +$942K ﹤0.01% 779

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

Envestnet Portfolio Solutions's VRT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vertiv (VRT) stake by 2.6% in Q2 2026, buying an estimated $74.5K and bringing the position to 9,295 shares worth $3.11M. The position accounts for 0.01% of the portfolio, ranked #416.

Envestnet Portfolio Solutions first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.7M in Q3 2025. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Envestnet Portfolio Solutions held 9,295 shares of Vertiv worth $3.11M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 235 Vertiv shares in Q2 2026, an estimated $74.5K.
  • Vertiv made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #416 holding.
  • Envestnet Portfolio Solutions first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Vertiv position peaked at $10.7M in Q3 2025.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.