Evergreen Wealth Solutions’s Vertiv VRT Stock Holding History

Evergreen Wealth 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	$405K	Sell	1,411 -61	-4%	-$19.3K	0.02%	369
2026 Q1	$369K	Buy	+1,472	New	+$327K	0.03%	292

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

Evergreen Wealth Solutions's VRT Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Vertiv (VRT) stake by 4.1% in Q2 2026, selling an estimated $19.3K and leaving 1,411 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #369.

Evergreen Wealth Solutions first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Evergreen Wealth Solutions held 1,411 shares of Vertiv worth $405K as of Q2 2026.
Evergreen Wealth Solutions sold 61 Vertiv shares in Q2 2026, an estimated $19.3K.
Vertiv made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #369 holding.
Evergreen Wealth Solutions first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.