GSIAS
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Garden State Investment Advisory Services’s Vertiv VRT Stock Holding History

Garden State Investment Advisory Services’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
-1,280
Closed -$321K – 400
2026
Q1 		$321K Sell
1,280
-1,472
-53% -$327K 0.07% 217
2025
Q4 		$446K Buy
+2,752
New +$478K 0.1% 169

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Garden State Investment Advisory Services's VRT Position: Q2 2026 in Review

Garden State Investment Advisory Services sold out of Vertiv (VRT) in Q2 2026, closing a stake of 1,280 shares — an estimated $321K sold.

Garden State Investment Advisory Services first reported a position in VRT in Q4 2025 and held it in 2 quarters. The position peaked at $446K in Q4 2025. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Garden State Investment Advisory Services reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 1,280 Vertiv shares in Q2 2026, an estimated $321K.
  • Garden State Investment Advisory Services first reported a position in Vertiv in Q4 2025 and held it in 2 quarters.
  • Garden State Investment Advisory Services's Vertiv position peaked at $446K in Q4 2025.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.