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Hollow Brook Wealth Management’s Vertiv VRT Stock Holding History

Hollow Brook Wealth Management’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 		$2.84M Sell
8,472
-6,222
-42% -$1.97M 0.56% 39
2026
Q1 		$3.68M Sell
14,694
-78
-0.5% -$17.3K 0.94% 28
2025
Q4 		$2.39M Sell
14,772
-16,960
-53% -$2.94M 0.62% 44
2025
Q3 		$4.79M Buy
31,732
+239
+0.8% +$31.9K 1.13% 28
2025
Q2 		$4.04M Buy
31,493
+344
+1% +$33.5K 1.18% 27
2025
Q1 		$2.25M Sell
31,149
-8,941
-22% -$952K 0.66% 39
2024
Q4 		$4.55M Sell
40,090
-1,732
-4% -$206K 1.4% 25
2024
Q3 		$4.16M Buy
41,822
+567
+1% +$47K 1.23% 26
2024
Q2 		$3.57M Sell
41,255
-22,462
-35% -$2.04M 1.21% 27
2024
Q1 		$5.2M Sell
63,717
-108
-0.2% -$6.79K 1.92% 18
2023
Q4 		$3.07M Sell
63,825
-166
-0.3% -$7.07K 1.22% 27
2023
Q3 		$2.38M Buy
63,991
+289
+0.5% +$9.53K 0.99% 30
2023
Q2 		$1.58M Buy
+63,702
New +$1.09M 0.68% 44

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

Hollow Brook Wealth Management's VRT Position: Q2 2026 in Review

Hollow Brook Wealth Management reduced its Vertiv (VRT) stake by 42% in Q2 2026, selling an estimated $1.97M and leaving 8,472 shares worth $2.84M. The position accounts for 0.56% of the portfolio, ranked #39.

Hollow Brook Wealth Management first reported a position in VRT in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.2M in Q1 2024. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Hollow Brook Wealth Management held 8,472 shares of Vertiv worth $2.84M as of Q2 2026.
  • Hollow Brook Wealth Management sold 6,222 Vertiv shares in Q2 2026, an estimated $1.97M.
  • Vertiv made up 0.56% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Hollow Brook Wealth Management first reported a position in Vertiv in Q2 2023 and has held it in 13 quarters since.
  • Hollow Brook Wealth Management's Vertiv position peaked at $5.2M in Q1 2024.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.