EverSource Wealth Advisors’s Vertiv VRT Stock Holding History

EverSource 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	$1.82M	Sell	5,425 -1,611	-23%	-$511K	0.06%	238
2026 Q1	$1.76M	Buy	7,036 +2,055	+41%	+$456K	0.05%	242
2025 Q4	$807K	Buy	4,981 +568	+13%	+$98.6K	0.03%	388
2025 Q3	$666K	Buy	4,413 +413	+10%	+$55.1K	0.03%	413
2025 Q2	$514K	Buy	4,000 +2,092	+110%	+$203K	0.02%	444
2025 Q1	$138K	Buy	1,908 +489	+34%	+$52K	0.01%	791
2024 Q4	$161K	Sell	1,419 -920	-39%	-$109K	0.01%	735
2024 Q3	$233K	Buy	2,339 +78	+3%	+$6.47K	0.01%	514
2024 Q2	$178K	Sell	2,261 -2,349	-51%	-$214K	0.01%	598
2024 Q1	$429K	Buy	4,610 +52	+1%	+$3.27K	0.03%	299
2023 Q4	$219K	Sell	4,558 -9	-0.2%	-$383	0.02%	413
2023 Q3	$170K	Buy	4,567 +9	+0.2%	+$297	0.02%	432
2023 Q2	$113K	Buy	4,558 +40	+0.9%	+$687	0.01%	537
2023 Q1	$64.7K	Hold	4,518	–	–	0.01%	689
2022 Q4	$61.7K	Hold	4,518	–	–	0.01%	676
2022 Q3	$44K	Buy	+4,518	New	+$50.8K	0.01%	665

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

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

EverSource Wealth Advisors reduced its Vertiv (VRT) stake by 23% in Q2 2026, selling an estimated $511K and leaving 5,425 shares worth $1.82M. The position accounts for 0.06% of the portfolio, ranked #238.

EverSource Wealth Advisors first reported a position in VRT in Q3 2022 and has held it in 16 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

EverSource Wealth Advisors held 5,425 shares of Vertiv worth $1.82M as of Q2 2026.
EverSource Wealth Advisors sold 1,611 Vertiv shares in Q2 2026, an estimated $511K.
Vertiv made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #238 holding.
EverSource Wealth Advisors first reported a position in Vertiv in Q3 2022 and has held it in 16 quarters since.
2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.