HWP
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Highline Wealth Partners’s Vertiv VRT Stock Holding History

Highline Wealth Partners’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 		$93.8K Buy
280
+4
+1% +$1.27K 0.02% 177
2026
Q1 		$69.2K Buy
276
+142
+106% +$31.5K 0.02% 140
2025
Q4 		$21.7K Sell
134
-550
-80% -$95.5K 0.01% 244
2025
Q3 		$103K Sell
684
-2,041
-75% -$272K 0.03% 119
2025
Q2 		$350K Sell
2,725
-651
-19% -$63.3K 0.1% 79
2025
Q1 		$244K Buy
3,376
+3,252
+2,623% +$346K 0.08% 87
2024
Q4 		$14.1K Buy
124
+9
+8% +$1.07K ﹤0.01% 207
2024
Q3 		$11.4K Hold
115
– – ﹤0.01% 235
2024
Q2 		$9.96K Buy
+115
New +$10.5K ﹤0.01% 223

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

Highline Wealth Partners's VRT Position: Q2 2026 in Review

Highline Wealth Partners increased its Vertiv (VRT) stake by 1.4% in Q2 2026, buying an estimated $1.27K and bringing the position to 280 shares worth $93.8K. The position accounts for 0.02% of the portfolio, ranked #177.

Highline Wealth Partners first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $350K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Highline Wealth Partners held 280 shares of Vertiv worth $93.8K as of Q2 2026.
  • Highline Wealth Partners bought 4 Vertiv shares in Q2 2026, an estimated $1.27K.
  • Vertiv made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #177 holding.
  • Highline Wealth Partners first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • Highline Wealth Partners's Vertiv position peaked at $350K in Q2 2025.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.