Global Assets Advisory’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.4M Buy
4,465
+350
+9% +$111K 0.31% 88
2026
Q1
$1.03M Sell
4,115
-564
-12% -$125K 0.3% 65
2025
Q4
$758K Buy
4,679
+324
+7% +$56.3K 0.22% 98
2025
Q3
$657K Buy
4,355
+514
+13% +$68.6K 0.2% 113
2025
Q2
$471K Sell
3,841
-2,159
-36% -$210K 0.18% 118
2025
Q1
$422K Buy
6,000
+4,303
+254% +$458K 0.08% 178
2024
Q4
$201K Buy
+1,697
New +$201K 0.11% 144

Other funds holding VRT

Global Assets Advisory's VRT Position: Q2 2026 in Review

Global Assets Advisory increased its Vertiv (VRT) stake by 8.5% in Q2 2026, buying an estimated $111K and bringing the position to 4,465 shares worth $1.4M. The position accounts for 0.31% of the portfolio, ranked #88.

Global Assets Advisory first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Global Assets Advisory held 4,465 shares of Vertiv worth $1.4M as of Q2 2026.
  • Global Assets Advisory bought 350 Vertiv shares in Q2 2026, an estimated $111K.
  • Vertiv made up 0.31% of Global Assets Advisory's portfolio in Q2 2026, its #88 holding.
  • Global Assets Advisory first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.