HBK Sorce Advisory’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
Other funds holding VRT
HBK Sorce Advisory's VRT Position: Q2 2026 in Review
HBK Sorce Advisory increased its Vertiv (VRT) stake by 1.8% in Q2 2026, buying an estimated $15.5K and bringing the position to 2,829 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #298.
HBK Sorce Advisory first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $945K in Q1 2026. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.
- HBK Sorce Advisory held 2,829 shares of Vertiv worth $786K as of Q2 2026.
- HBK Sorce Advisory bought 49 Vertiv shares in Q2 2026, an estimated $15.5K.
- Vertiv made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #298 holding.
- HBK Sorce Advisory first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
- HBK Sorce Advisory's Vertiv position peaked at $945K in Q1 2026.
- 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.
Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.