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Halbert Hargrove Global Advisors’s Vertiv VRT Stock Holding History

Halbert Hargrove Global 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 		$568 Buy
+2
New +$634 ﹤0.01% 516
2025
Q4 		– Sell
-13
Closed -$1.96K – 735
2025
Q3 		$1.96K Buy
+13
New +$1.73K ﹤0.01% 571
2025
Q2 		– Sell
-16
Closed -$1.16K – 650
2025
Q1 		$1.16K Buy
+16
New +$1.7K ﹤0.01% 438

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

Halbert Hargrove Global Advisors's VRT Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Vertiv (VRT) in Q2 2026: 2 shares worth $568. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in VRT as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in VRT in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.96K in Q3 2025. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Halbert Hargrove Global Advisors held 2 shares of Vertiv worth $568 as of Q2 2026.
  • Vertiv was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Vertiv made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #516 holding.
  • Halbert Hargrove Global Advisors first reported a position in Vertiv in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Vertiv position peaked at $1.96K in Q3 2025.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.