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Insight Wealth Partners’s Vertiv VRT Stock Holding History

Insight Wealth Partners’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 		$1.74M Sell
5,206
-54
-1% -$17.1K 0.23% 42
2026
Q1 		$1.32M Buy
5,260
+6
+0.1% +$1.33K 0.18% 44
2025
Q4 		$851K Buy
5,254
+907
+21% +$157K 0.12% 62
2025
Q3 		$656K Buy
4,347
+46
+1% +$6.14K 0.2% 67
2025
Q2 		$552K Buy
4,301
+1,180
+38% +$115K 0.21% 67
2025
Q1 		$225K Buy
3,121
+26
+0.8% +$2.77K 0.04% 102
2024
Q4 		$352K Buy
3,095
+12
+0.4% +$1.43K 0.05% 75
2024
Q3 		$307K Buy
3,083
+310
+11% +$25.7K 0.06% 84
2024
Q2 		$240K Buy
+2,773
New +$252K 0.04% 84

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

Insight Wealth Partners's VRT Position: Q2 2026 in Review

Insight Wealth Partners reduced its Vertiv (VRT) stake by 1% in Q2 2026, selling an estimated $17.1K and leaving 5,206 shares worth $1.74M. The position accounts for 0.23% of the portfolio, ranked #42.

Insight Wealth Partners first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Insight Wealth Partners held 5,206 shares of Vertiv worth $1.74M as of Q2 2026.
  • Insight Wealth Partners sold 54 Vertiv shares in Q2 2026, an estimated $17.1K.
  • Vertiv made up 0.23% of Insight Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • Insight Wealth Partners first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.