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EP Wealth Advisors’s Vertiv VRT Stock Holding History

EP Wealth 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 		$23.1M Buy
68,995
+60,069
+673% +$19.1M 0.09% 161
2026
Q1 		$2.24M Buy
8,926
+2,690
+43% +$597K 0.01% 455
2025
Q4 		$1.01M Buy
+6,236
New +$1.08M 0.01% 619
2025
Q2 		$410K Sell
3,195
-411
-11% -$40K ﹤0.01% 862
2025
Q1 		$260K Buy
3,606
+334
+10% +$35.6K ﹤0.01% 993
2024
Q4 		$372K Sell
3,272
-1,006
-24% -$119K ﹤0.01% 783
2024
Q3 		$426K Buy
4,278
+1,294
+43% +$107K ﹤0.01% 739
2024
Q2 		$258K Buy
+2,984
New +$272K ﹤0.01% 696

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's VRT Position: Q2 2026 in Review

EP Wealth Advisors increased its Vertiv (VRT) stake by 673% in Q2 2026, buying an estimated $19.1M and bringing the position to 68,995 shares worth $23.1M. The position accounts for 0.09% of the portfolio, ranked #161.

EP Wealth Advisors first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • EP Wealth Advisors held 68,995 shares of Vertiv worth $23.1M as of Q2 2026.
  • EP Wealth Advisors bought 60,069 Vertiv shares in Q2 2026, an estimated $19.1M.
  • Vertiv made up 0.09% of EP Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • EP Wealth Advisors first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.