GWP
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Gateway Wealth Partners’s Vertiv VRT Stock Holding History

Gateway Wealth Partners’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 		$417K Sell
1,246
-825
-40% -$262K 0.03% 517
2026
Q1 		$519K Buy
+2,071
New +$460K 0.02% 564

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Vanguard Portfolio Management
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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

Gateway Wealth Partners's VRT Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Vertiv (VRT) stake by 40% in Q2 2026, selling an estimated $262K and leaving 1,246 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #517.

Gateway Wealth Partners first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $519K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Gateway Wealth Partners held 1,246 shares of Vertiv worth $417K as of Q2 2026.
  • Gateway Wealth Partners sold 825 Vertiv shares in Q2 2026, an estimated $262K.
  • Vertiv made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #517 holding.
  • Gateway Wealth Partners first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's Vertiv position peaked at $519K in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.