Insigneo 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
$1.36M Buy
4,052
+2,018
+99% +$640K 0.05% 253
2026
Q1
$510K Buy
2,034
+294
+17% +$65.3K 0.04% 376
2025
Q4
$282K Buy
+1,740
New +$302K 0.02% 535
2025
Q1
Sell
-5,152
Closed -$585K 686
2024
Q4
$585K Buy
5,152
+265
+5% +$31.5K 0.06% 261
2024
Q3
$486K Buy
+4,887
New +$405K 0.05% 321

Other funds holding VRT

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

Insigneo Advisory Services increased its Vertiv (VRT) stake by 99% in Q2 2026, buying an estimated $640K and bringing the position to 4,052 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #253.

Insigneo Advisory Services first reported a position in VRT in Q3 2024 and has held it in 5 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Insigneo Advisory Services held 4,052 shares of Vertiv worth $1.36M as of Q2 2026.
  • Insigneo Advisory Services bought 2,018 Vertiv shares in Q2 2026, an estimated $640K.
  • Vertiv made up 0.05% of Insigneo Advisory Services's portfolio in Q2 2026, its #253 holding.
  • Insigneo Advisory Services first reported a position in Vertiv in Q3 2024 and has held it in 5 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.