HFO
VRT icon

Heritage Family Offices’s Vertiv VRT Stock Holding History

Heritage Family Offices’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 		$223K Buy
+665
New +$211K 0.09% 205

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

Heritage Family Offices's VRT Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Vertiv (VRT) in Q2 2026: 665 shares worth $223K. The stake represents 0.09% of the portfolio and ranks #205 among its holdings.

2,041 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Heritage Family Offices held 665 shares of Vertiv worth $223K as of Q2 2026.
  • Vertiv was a new Heritage Family Offices position in Q2 2026.
  • Vertiv made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #205 holding.
  • 2,041 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.