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IBEX Wealth Advisors’s Vertiv VRT Stock Holding History

IBEX Wealth 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 		$33.5M Buy
100,113
+602
+0.6% +$191K 2.63% 5
2026
Q1 		$24.9M Buy
99,511
+1,892
+2% +$420K 2.32% 8
2025
Q4 		$15.8M Buy
97,619
+1,761
+2% +$306K 1.55% 12
2025
Q3 		$14.5M Buy
95,858
+1,996
+2% +$266K 1.39% 13
2025
Q2 		$12.1M Buy
93,862
+20,123
+27% +$1.96M 1.29% 18
2025
Q1 		$5.32M Buy
73,739
+6,989
+10% +$744K 0.7% 52
2024
Q4 		$7.58M Buy
+66,750
New +$7.93M 0.89% 31
2024
Q3 		– Sell
-62,319
Closed -$5.39M – 272
2024
Q2 		$5.39M Buy
+62,319
New +$5.67M 0.84% 37

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

IBEX Wealth Advisors's VRT Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Vertiv (VRT) stake by 0.6% in Q2 2026, buying an estimated $191K and bringing the position to 100,113 shares worth $33.5M. The position accounts for 2.63% of the portfolio, ranked #5.

IBEX Wealth Advisors first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • IBEX Wealth Advisors held 100,113 shares of Vertiv worth $33.5M as of Q2 2026.
  • IBEX Wealth Advisors bought 602 Vertiv shares in Q2 2026, an estimated $191K.
  • Vertiv made up 2.63% of IBEX Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • IBEX Wealth Advisors first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.