IWA
VRT icon

Icon Wealth Advisors’s Vertiv VRT Stock Holding History

Icon 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 		$1.45M Buy
4,320
+1,467
+51% +$465K 0.09% 150
2026
Q1 		$874K Sell
2,853
-14
-0.5% -$3.11K 0.06% 186
2025
Q4 		$465K Sell
2,867
-132
-4% -$22.9K 0.03% 259
2025
Q3 		$452K Buy
2,999
+216
+8% +$28.8K 0.03% 260
2025
Q2 		$357K Buy
2,783
+20
+0.7% +$1.95K 0.03% 291
2025
Q1 		$199K Sell
2,763
-573
-17% -$61K 0.02% 354
2024
Q4 		$379K Buy
3,336
+1,286
+63% +$153K 0.03% 255
2024
Q3 		$204K Buy
2,050
+512
+33% +$42.4K 0.02% 355
2024
Q2 		$121K Buy
+1,538
New +$140K 0.01% 402

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

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

Icon Wealth Advisors increased its Vertiv (VRT) stake by 51% in Q2 2026, buying an estimated $465K and bringing the position to 4,320 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #150.

Icon Wealth Advisors 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.

  • Icon Wealth Advisors held 4,320 shares of Vertiv worth $1.45M as of Q2 2026.
  • Icon Wealth Advisors bought 1,467 Vertiv shares in Q2 2026, an estimated $465K.
  • Vertiv made up 0.09% of Icon Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • Icon Wealth Advisors 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 Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.