IWP
VRT icon

IAG Wealth Partners’s Vertiv VRT Stock Holding History

IAG 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 		$22.4K Hold
67
– – ﹤0.01% 299
2026
Q1 		$16.8K Hold
67
– – ﹤0.01% 324
2025
Q4 		$10.9K Hold
67
– – ﹤0.01% 354
2025
Q3 		$10.1K Hold
67
– – ﹤0.01% 374
2025
Q2 		$8.6K Hold
67
– – ﹤0.01% 360
2025
Q1 		$4.84K Hold
67
– – ﹤0.01% 406
2024
Q4 		$7.61K Hold
67
– – ﹤0.01% 377
2024
Q3 		$6.67K Hold
67
– – ﹤0.01% 383
2024
Q2 		$5.8K Buy
+67
New +$6.1K ﹤0.01% 385

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

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

IAG Wealth Partners held its Vertiv (VRT) position steady in Q2 2026 at 67 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

IAG Wealth Partners first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • IAG Wealth Partners held 67 shares of Vertiv worth $22.4K as of Q2 2026.
  • IAG Wealth Partners left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #299 holding.
  • IAG Wealth Partners first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.