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Garton & Associates Financial Advisors’s Vertiv VRT Stock Holding History

Garton & Associates Financial 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 		– Sell
-837
Closed -$210K – 69
2026
Q1 		$210K Sell
837
-605
-42% -$134K 0.17% 110
2025
Q4 		$234K Buy
+1,442
New +$250K 0.13% 121

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 $3.37T AUM 44.26% 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

Garton & Associates Financial Advisors's VRT Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Vertiv (VRT) in Q2 2026, closing a stake of 837 shares — an estimated $210K sold.

Garton & Associates Financial Advisors first reported a position in VRT in Q4 2025 and held it in 2 quarters. The position peaked at $234K in Q4 2025. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 837 Vertiv shares in Q2 2026, an estimated $210K.
  • Garton & Associates Financial Advisors first reported a position in Vertiv in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Vertiv position peaked at $234K in Q4 2025.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.