Evexia Wealth’s Vertiv VRT Stock Holding History

Evexia Wealth’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	$398K	Buy	1,512 +465	+44%	+$147K	0.11%	63
2026 Q1	$314K	Buy	+1,047	New	+$232K	0.09%	72

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

Evexia Wealth's VRT Position: Q2 2026 in Review

Evexia Wealth increased its Vertiv (VRT) stake by 44% in Q2 2026, buying an estimated $147K and bringing the position to 1,512 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #63.

Evexia Wealth first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Evexia Wealth held 1,512 shares of Vertiv worth $398K as of Q2 2026.
Evexia Wealth bought 465 Vertiv shares in Q2 2026, an estimated $147K.
Vertiv made up 0.11% of Evexia Wealth's portfolio in Q2 2026, its #63 holding.
Evexia Wealth first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.