GoalVest Advisory’s Vertiv VRT Stock Holding History

GoalVest Advisory’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	$49.6K	Buy	148 +69	+87%	+$21.9K	0.01%	208
2026 Q1	$19.8K	Buy	+79	New	+$17.5K	﹤0.01%	331

Other funds holding VRT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

GoalVest Advisory's VRT Position: Q2 2026 in Review

GoalVest Advisory increased its Vertiv (VRT) stake by 87% in Q2 2026, buying an estimated $21.9K and bringing the position to 148 shares worth $49.6K. The position accounts for 0.01% of the portfolio, ranked #208.

GoalVest Advisory first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

GoalVest Advisory held 148 shares of Vertiv worth $49.6K as of Q2 2026.
GoalVest Advisory bought 69 Vertiv shares in Q2 2026, an estimated $21.9K.
Vertiv made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #208 holding.
GoalVest Advisory first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
300 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.