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Horizon Family Wealth’s Vertiv VRT Stock Holding History

Horizon Family Wealth’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 		$945K Buy
2,821
+44
+2% +$14K 0.43% 48
2026
Q1 		$696K Sell
2,777
-578
-17% -$128K 0.37% 47
2025
Q4 		$544K Buy
3,355
+2
+0.1% +$347 0.29% 54
2025
Q3 		$506K Buy
3,353
+1
+0% +$133 0.29% 50
2025
Q2 		$430K Buy
3,352
+1
+0% +$97 0.26% 55
2025
Q1 		$242K Buy
3,351
+291
+10% +$31K 0.16% 65
2024
Q4 		$348K Sell
3,060
-3
-0.1% -$356 0.23% 60
2024
Q3 		$305K Buy
+3,063
New +$254K 0.22% 62

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

Horizon Family Wealth's VRT Position: Q2 2026 in Review

Horizon Family Wealth increased its Vertiv (VRT) stake by 1.6% in Q2 2026, buying an estimated $14K and bringing the position to 2,821 shares worth $945K. The position accounts for 0.43% of the portfolio, ranked #48.

Horizon Family Wealth first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Horizon Family Wealth held 2,821 shares of Vertiv worth $945K as of Q2 2026.
  • Horizon Family Wealth bought 44 Vertiv shares in Q2 2026, an estimated $14K.
  • Vertiv made up 0.43% of Horizon Family Wealth's portfolio in Q2 2026, its #48 holding.
  • Horizon Family Wealth first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.