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Herold Advisors’s Vertiv VRT Stock Holding History

Herold 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 		$1.18M Sell
3,531
-236
-6% -$74.8K 0.23% 106
2026
Q1 		$944K Sell
3,767
-523
-12% -$116K 0.21% 110
2025
Q4 		$695K Sell
4,290
-237
-5% -$41.1K 0.16% 141
2025
Q3 		$683K Buy
4,527
+239
+6% +$31.9K 0.16% 144
2025
Q2 		$551K Buy
4,288
+345
+9% +$33.5K 0.12% 177
2025
Q1 		$285K Buy
+3,943
New +$420K 0.06% 225

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

Herold Advisors's VRT Position: Q2 2026 in Review

Herold Advisors reduced its Vertiv (VRT) stake by 6.3% in Q2 2026, selling an estimated $74.8K and leaving 3,531 shares worth $1.18M. The position accounts for 0.23% of the portfolio, ranked #106.

Herold Advisors first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Herold Advisors held 3,531 shares of Vertiv worth $1.18M as of Q2 2026.
  • Herold Advisors sold 236 Vertiv shares in Q2 2026, an estimated $74.8K.
  • Vertiv made up 0.23% of Herold Advisors's portfolio in Q2 2026, its #106 holding.
  • Herold Advisors first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.