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Ethos Financial Group’s Vertiv VRT Stock Holding History

Ethos Financial Group’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 		$389K Sell
1,743
-13
-0.7% -$4.12K 0.03% 422
2026
Q1 		$440K Buy
1,756
+208
+13% +$46.2K 0.03% 332
2025
Q4 		$251K Sell
1,548
-62
-4% -$10.8K 0.02% 425
2025
Q3 		$243K Buy
+1,610
New +$215K 0.02% 402
2025
Q1 		– Sell
-35
Closed -$3.98K – 500
2024
Q4 		$3.98K Buy
+35
New +$4.16K ﹤0.01% 385

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

Ethos Financial Group's VRT Position: Q2 2026 in Review

Ethos Financial Group reduced its Vertiv (VRT) stake by 0.74% in Q2 2026, selling an estimated $4.12K and leaving 1,743 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #422.

Ethos Financial Group first reported a position in VRT in Q4 2024 and has held it in 5 quarters since. The position peaked at $440K in Q1 2026. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Ethos Financial Group held 1,743 shares of Vertiv worth $389K as of Q2 2026.
  • Ethos Financial Group sold 13 Vertiv shares in Q2 2026, an estimated $4.12K.
  • Vertiv made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #422 holding.
  • Ethos Financial Group first reported a position in Vertiv in Q4 2024 and has held it in 5 quarters since.
  • Ethos Financial Group's Vertiv position peaked at $440K in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.