Institute for Wealth Management’s Vertiv VRT Stock Holding History

Institute for 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	$275K	Hold	820	–	–	0.02%	444
2026 Q1	$205K	Buy	+820	New	+$182K	0.02%	521

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Institute for Wealth Management's VRT Position: Q2 2026 in Review

Institute for Wealth Management held its Vertiv (VRT) position steady in Q2 2026 at 820 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #444.

Institute for Wealth Management first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Institute for Wealth Management held 820 shares of Vertiv worth $275K as of Q2 2026.
Institute for Wealth Management left its Vertiv share count unchanged in Q2 2026.
Vertiv made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #444 holding.
Institute for Wealth Management first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.