IWM
VRT icon

IHT Wealth Management’s Vertiv VRT Stock Holding History

IHT Wealth Management’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 		$729K Buy
2,178
+239
+12% +$75.8K 0.02% 700
2026
Q1 		$486K Buy
1,939
+175
+10% +$38.8K 0.01% 844
2025
Q4 		$286K Sell
1,764
-297
-14% -$51.6K 0.01% 975
2025
Q3 		$311K Sell
2,061
-521
-20% -$69.5K 0.01% 915
2025
Q2 		$332K Buy
+2,582
New +$251K 0.01% 840
2025
Q1 		– Sell
-1,855
Closed -$211K – 1155
2024
Q4 		$211K Buy
+1,855
New +$220K 0.01% 1002

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

IHT Wealth Management's VRT Position: Q2 2026 in Review

IHT Wealth Management increased its Vertiv (VRT) stake by 12% in Q2 2026, buying an estimated $75.8K and bringing the position to 2,178 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #700.

IHT Wealth Management first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • IHT Wealth Management held 2,178 shares of Vertiv worth $729K as of Q2 2026.
  • IHT Wealth Management bought 239 Vertiv shares in Q2 2026, an estimated $75.8K.
  • Vertiv made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #700 holding.
  • IHT Wealth Management first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.