HWA
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HCR Wealth Advisors’s Vertiv VRT Stock Holding History

HCR Wealth 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 		$5.78M Sell
17,271
-12,118
-41% -$3.84M 0.52% 34
2026
Q1 		$7.36M Sell
29,389
-2,626
-8% -$583K 0.76% 23
2025
Q4 		$5.19M Sell
32,015
-536
-2% -$93.1K 0.51% 31
2025
Q3 		$5.26M Buy
32,551
+1,593
+5% +$212K 0.54% 32
2025
Q2 		$3.98M Buy
30,958
+6,357
+26% +$618K 0.47% 38
2025
Q1 		$1.78M Buy
24,601
+22,184
+918% +$2.36M 0.23% 67
2024
Q4 		$275K Buy
+2,417
New +$287K 0.03% 189

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

HCR Wealth Advisors's VRT Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Vertiv (VRT) stake by 41% in Q2 2026, selling an estimated $3.84M and leaving 17,271 shares worth $5.78M. The position accounts for 0.52% of the portfolio, ranked #34.

HCR Wealth Advisors first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.36M in Q1 2026. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • HCR Wealth Advisors held 17,271 shares of Vertiv worth $5.78M as of Q2 2026.
  • HCR Wealth Advisors sold 12,118 Vertiv shares in Q2 2026, an estimated $3.84M.
  • Vertiv made up 0.52% of HCR Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • HCR Wealth Advisors first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • HCR Wealth Advisors's Vertiv position peaked at $7.36M in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.