Evolve Private Wealth’s Vertiv VRT Stock Holding History

Evolve Private 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	$2.08M	Sell	6,207 -482	-7%	-$153K	0.13%	148
2026 Q1	$1.68M	Buy	6,689 +674	+11%	+$150K	0.09%	219
2025 Q4	$974K	Buy	+6,015	New	+$1.04M	0.06%	301

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

Evolve Private Wealth's VRT Position: Q2 2026 in Review

Evolve Private Wealth reduced its Vertiv (VRT) stake by 7.2% in Q2 2026, selling an estimated $153K and leaving 6,207 shares worth $2.08M. The position accounts for 0.13% of the portfolio, ranked #148.

Evolve Private Wealth first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Evolve Private Wealth held 6,207 shares of Vertiv worth $2.08M as of Q2 2026.
Evolve Private Wealth sold 482 Vertiv shares in Q2 2026, an estimated $153K.
Vertiv made up 0.13% of Evolve Private Wealth's portfolio in Q2 2026, its #148 holding.
Evolve Private Wealth first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.