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Greykasell Wealth Strategies’s Vertiv VRT Stock Holding History

Greykasell Wealth Strategies’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
-20
Closed -$5.02K – 556
2026
Q1 		$5.02K Hold
20
– – ﹤0.01% 464
2025
Q4 		$3.24K Hold
20
– – ﹤0.01% 434
2025
Q3 		$3.02K Buy
+20
New +$2.67K ﹤0.01% 361

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

Greykasell Wealth Strategies's VRT Position: Q2 2026 in Review

Greykasell Wealth Strategies sold out of Vertiv (VRT) in Q2 2026, closing a stake of 20 shares — an estimated $5.02K sold.

Greykasell Wealth Strategies first reported a position in VRT in Q3 2025 and held it in 3 quarters. The position peaked at $5.02K in Q1 2026. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Greykasell Wealth Strategies reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 20 Vertiv shares in Q2 2026, an estimated $5.02K.
  • Greykasell Wealth Strategies first reported a position in Vertiv in Q3 2025 and held it in 3 quarters.
  • Greykasell Wealth Strategies's Vertiv position peaked at $5.02K in Q1 2026.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.