Hennion & Walsh Asset Management’s Vertiv VRT Stock Holding History

Hennion & Walsh Asset 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	$8.59M	Buy	25,665 +2,062	+9%	+$654K	0.25%	88
2026 Q1	$5.91M	Sell	23,603 -3,431	-13%	-$762K	0.2%	119
2025 Q4	$4.38M	Buy	27,034 +1,874	+7%	+$325K	0.15%	172
2025 Q3	$3.8M	Buy	25,160 +3,437	+16%	+$458K	0.14%	188
2025 Q2	$2.79M	Buy	21,723 +2,030	+10%	+$197K	0.11%	242
2025 Q1	$1.42M	Buy	19,693 +3,124	+19%	+$333K	0.06%	370
2024 Q4	$1.88M	Buy	16,569 +3,119	+23%	+$370K	0.09%	304
2024 Q3	$1.34M	Buy	13,450 +3,772	+39%	+$313K	0.06%	387
2024 Q2	$838K	Buy	+9,678	New	+$881K	0.04%	470

Other funds holding VRT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Hennion & Walsh Asset Management's VRT Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Vertiv (VRT) stake by 8.7% in Q2 2026, buying an estimated $654K and bringing the position to 25,665 shares worth $8.59M. The position accounts for 0.25% of the portfolio, ranked #88.

Hennion & Walsh Asset Management first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 300 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Hennion & Walsh Asset Management held 25,665 shares of Vertiv worth $8.59M as of Q2 2026.
Hennion & Walsh Asset Management bought 2,062 Vertiv shares in Q2 2026, an estimated $654K.
Vertiv made up 0.25% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #88 holding.
Hennion & Walsh Asset Management first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
300 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.