IMA Advisory Services’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$379K Buy
1,133
+1,112
+5,295% +$353K 0.02% 265
2026
Q1
$5.26K Hold
21
﹤0.01% 395
2025
Q4
$3.4K Buy
21
+20
+2,000% +$3.47K ﹤0.01% 523
2025
Q3
$151 Hold
1
﹤0.01% 529
2025
Q2
$128 Buy
+1
New +$97 ﹤0.01% 542

Other funds holding VRT

IMA Advisory Services's VRT Position: Q2 2026 in Review

IMA Advisory Services increased its Vertiv (VRT) stake by 5,295% in Q2 2026, buying an estimated $353K and bringing the position to 1,133 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #265.

IMA Advisory Services first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • IMA Advisory Services held 1,133 shares of Vertiv worth $379K as of Q2 2026.
  • IMA Advisory Services bought 1,112 Vertiv shares in Q2 2026, an estimated $353K.
  • Vertiv made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #265 holding.
  • IMA Advisory Services first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.