Evoke Wealth’s Vertiv VRT Stock Holding History

Evoke 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	–	Sell	-5,356	Closed	-$1.34M	–	648
2026 Q1	$1.34M	Buy	5,356 +1,097	+26%	+$244K	0.02%	230
2025 Q4	$690K	Sell	4,259 -1,400	-25%	-$243K	0.01%	330
2025 Q3	$854K	Buy	5,659 +3,079	+119%	+$411K	0.02%	274
2025 Q2	$331K	Buy	+2,580	New	+$251K	0.01%	434

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 $3.38T AUM 44.17% 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

Evoke Wealth's VRT Position: Q2 2026 in Review

Evoke Wealth sold out of Vertiv (VRT) in Q2 2026, closing a stake of 5,356 shares — an estimated $1.34M sold.

Evoke Wealth first reported a position in VRT in Q2 2025 and held it in 4 quarters. The position peaked at $1.34M in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Evoke Wealth reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 5,356 Vertiv shares in Q2 2026, an estimated $1.34M.
Evoke Wealth first reported a position in Vertiv in Q2 2025 and held it in 4 quarters.
Evoke Wealth's Vertiv position peaked at $1.34M in Q1 2026.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.