EFG
VRT icon

Everhart Financial Group’s Vertiv VRT Stock Holding History

Everhart 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 		$2.87M Sell
8,581
-1,941
-18% -$616K 0.18% 59
2026
Q1 		$2.64M Buy
10,522
+2,258
+27% +$501K 0.22% 61
2025
Q4 		$1.34M Buy
8,264
+3,310
+67% +$575K 0.12% 109
2025
Q3 		$747K Buy
4,954
+2,649
+115% +$353K 0.07% 197
2025
Q2 		$296K Buy
+2,305
New +$224K 0.03% 288

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

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

Everhart Financial Group reduced its Vertiv (VRT) stake by 18% in Q2 2026, selling an estimated $616K and leaving 8,581 shares worth $2.87M. The position accounts for 0.18% of the portfolio, ranked #59.

Everhart Financial Group first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 304 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Everhart Financial Group held 8,581 shares of Vertiv worth $2.87M as of Q2 2026.
  • Everhart Financial Group sold 1,941 Vertiv shares in Q2 2026, an estimated $616K.
  • Vertiv made up 0.18% of Everhart Financial Group's portfolio in Q2 2026, its #59 holding.
  • Everhart Financial Group first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 304 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.