HWA
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HHM Wealth Advisors’s Vertiv VRT Stock Holding History

HHM 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 		$24.8K Buy
74
+34
+85% +$10.8K ﹤0.01% 494
2026
Q1 		$10K Hold
40
– – ﹤0.01% 644
2025
Q4 		$6.49K Hold
40
– – ﹤0.01% 670
2025
Q3 		$6.04K Sell
40
-13
-25% -$1.73K ﹤0.01% 702
2025
Q2 		$6.81K Hold
53
– – ﹤0.01% 658
2025
Q1 		$3.83K Buy
53
+40
+308% +$4.26K ﹤0.01% 696
2024
Q4 		$1.48K Buy
+13
New +$1.54K ﹤0.01% 791

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

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

HHM Wealth Advisors increased its Vertiv (VRT) stake by 85% in Q2 2026, buying an estimated $10.8K and bringing the position to 74 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

HHM Wealth Advisors first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • HHM Wealth Advisors held 74 shares of Vertiv worth $24.8K as of Q2 2026.
  • HHM Wealth Advisors bought 34 Vertiv shares in Q2 2026, an estimated $10.8K.
  • Vertiv made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #494 holding.
  • HHM Wealth Advisors first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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