HA
VRT icon

Huntleigh Advisors’s Vertiv VRT Stock Holding History

Huntleigh 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 		$1.41M Sell
4,209
-199
-5% -$63.1K 0.2% 112
2026
Q1 		$1.1M Buy
4,408
+310
+8% +$68.8K 0.19% 113
2025
Q4 		$664K Sell
4,098
-1,963
-32% -$341K 0.11% 147
2025
Q3 		$914K Buy
6,061
+12
+0.2% +$1.6K 0.16% 126
2025
Q2 		$777K Buy
6,049
+1,321
+28% +$128K 0.15% 120
2025
Q1 		$341K Sell
4,728
-34
-0.7% -$3.62K 0.06% 180
2024
Q4 		$541K Buy
+4,762
New +$565K 0.12% 132

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

Huntleigh Advisors's VRT Position: Q2 2026 in Review

Huntleigh Advisors reduced its Vertiv (VRT) stake by 4.5% in Q2 2026, selling an estimated $63.1K and leaving 4,209 shares worth $1.41M. The position accounts for 0.2% of the portfolio, ranked #112.

Huntleigh Advisors first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Huntleigh Advisors held 4,209 shares of Vertiv worth $1.41M as of Q2 2026.
  • Huntleigh Advisors sold 199 Vertiv shares in Q2 2026, an estimated $63.1K.
  • Vertiv made up 0.2% of Huntleigh Advisors's portfolio in Q2 2026, its #112 holding.
  • Huntleigh Advisors first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.