HWM
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HB Wealth Management’s Vertiv VRT Stock Holding History

HB Wealth Management’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 		$4.59M Buy
13,699
+1,674
+14% +$531K 0.03% 291
2026
Q1 		$3.01M Buy
12,025
+4,247
+55% +$943K 0.02% 337
2025
Q4 		$1.26M Buy
7,778
+1,452
+23% +$252K 0.01% 554
2025
Q3 		$954K Buy
6,326
+1,137
+22% +$152K 0.01% 621
2025
Q2 		$666K Sell
5,189
-1,466
-22% -$143K 0.01% 650
2025
Q1 		$480K Buy
6,655
+2,157
+48% +$230K ﹤0.01% 774
2024
Q4 		$511K Buy
4,498
+528
+13% +$62.7K 0.01% 614
2024
Q3 		$395K Buy
3,970
+1,381
+53% +$114K ﹤0.01% 665
2024
Q2 		$224K Buy
+2,589
New +$236K ﹤0.01% 812

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

HB Wealth Management's VRT Position: Q2 2026 in Review

HB Wealth Management increased its Vertiv (VRT) stake by 14% in Q2 2026, buying an estimated $531K and bringing the position to 13,699 shares worth $4.59M. The position accounts for 0.03% of the portfolio, ranked #291.

HB Wealth Management first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • HB Wealth Management held 13,699 shares of Vertiv worth $4.59M as of Q2 2026.
  • HB Wealth Management bought 1,674 Vertiv shares in Q2 2026, an estimated $531K.
  • Vertiv made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #291 holding.
  • HB Wealth Management first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.