Heritage Wealth Advisors’s Vertiv VRT Stock Holding History

Heritage 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	$36.5K	Hold	109	–	–	﹤0.01%	370
2026 Q1	$27.3K	Buy	+109	New	+$24.2K	﹤0.01%	400

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Heritage Wealth Advisors held its Vertiv (VRT) position steady in Q2 2026 at 109 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Heritage Wealth Advisors first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Heritage Wealth Advisors held 109 shares of Vertiv worth $36.5K as of Q2 2026.
Heritage Wealth Advisors left its Vertiv share count unchanged in Q2 2026.
Vertiv made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #370 holding.
Heritage Wealth Advisors first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.