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Heritage Oak Wealth Advisors’s Vertiv VRT Stock Holding History

Heritage Oak 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 		$241K Buy
+719
New +$228K 0.07% 89
2024
Q4 		– Sell
-5,759
Closed -$573K – 185
2024
Q3 		$573K Buy
+5,759
New +$477K 0.26% 62

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 $3.38T AUM 44.17% 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 Oak Wealth Advisors's VRT Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in Vertiv (VRT) in Q2 2026: 719 shares worth $241K. The stake represents 0.07% of the portfolio and ranks #89 among its holdings. This is a return to the name: Heritage Oak Wealth Advisors previously reported a position in VRT as recently as Q3 2024.

Heritage Oak Wealth Advisors first reported a position in VRT in Q3 2024 and has held it in 2 quarters since. The position peaked at $573K in Q3 2024. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Heritage Oak Wealth Advisors held 719 shares of Vertiv worth $241K as of Q2 2026.
  • Vertiv was a new Heritage Oak Wealth Advisors position in Q2 2026.
  • Vertiv made up 0.07% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Heritage Oak Wealth Advisors first reported a position in Vertiv in Q3 2024 and has held it in 2 quarters since.
  • Heritage Oak Wealth Advisors's Vertiv position peaked at $573K in Q3 2024.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.