IAA
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Independent Advisor Alliance’s Vertiv VRT Stock Holding History

Independent Advisor Alliance’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 		$3.24M Buy
9,663
+444
+5% +$141K 0.08% 194
2026
Q1 		$2.31M Sell
9,219
-53,997
-85% -$12M 0.02% 513
2025
Q4 		$10.2M Sell
63,216
-4,086
-6% -$709K 0.25% 57
2025
Q3 		$10.2M Sell
67,302
-4,289
-6% -$572K 0.26% 55
2025
Q2 		$9.19M Sell
71,591
-2,050
-3% -$199K 0.27% 61
2025
Q1 		$5.32M Buy
73,641
+2,030
+3% +$216K 0.18% 100
2024
Q4 		$8.14M Buy
71,611
+3,868
+6% +$459K 0.11% 190
2024
Q3 		$6.74M Buy
67,743
+27,426
+68% +$2.27M 0.25% 79
2024
Q2 		$3.49M Buy
+40,317
New +$3.67M 0.12% 149

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

Independent Advisor Alliance's VRT Position: Q2 2026 in Review

Independent Advisor Alliance increased its Vertiv (VRT) stake by 4.8% in Q2 2026, buying an estimated $141K and bringing the position to 9,663 shares worth $3.24M. The position accounts for 0.08% of the portfolio, ranked #194.

Independent Advisor Alliance first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.2M in Q4 2025. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Independent Advisor Alliance held 9,663 shares of Vertiv worth $3.24M as of Q2 2026.
  • Independent Advisor Alliance bought 444 Vertiv shares in Q2 2026, an estimated $141K.
  • Vertiv made up 0.08% of Independent Advisor Alliance's portfolio in Q2 2026, its #194 holding.
  • Independent Advisor Alliance first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • Independent Advisor Alliance's Vertiv position peaked at $10.2M in Q4 2025.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.