HFS
VRT icon

Hughes Financial Services’s Vertiv VRT Stock Holding History

Hughes Financial Services’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 		$17.7K Buy
53
+11
+26% +$3.49K ﹤0.01% 297
2026
Q1 		$10.5K Buy
42
+4
+11% +$888 ﹤0.01% 323
2025
Q4 		$6.16K Hold
38
– – ﹤0.01% 366
2025
Q3 		$7.14K Hold
38
– – ﹤0.01% 346
2025
Q2 		$5.31K Buy
38
+15
+65% +$1.46K ﹤0.01% 391
2025
Q1 		$1.73K Buy
+23
New +$2.45K ﹤0.01% 604

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

Hughes Financial Services's VRT Position: Q2 2026 in Review

Hughes Financial Services increased its Vertiv (VRT) stake by 26% in Q2 2026, buying an estimated $3.49K and bringing the position to 53 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Hughes Financial Services first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Hughes Financial Services held 53 shares of Vertiv worth $17.7K as of Q2 2026.
  • Hughes Financial Services bought 11 Vertiv shares in Q2 2026, an estimated $3.49K.
  • Vertiv made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #297 holding.
  • Hughes Financial Services first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.