Intrua Financial’s Vertiv VRT Stock Holding History

Intrua Financial’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	$683K	Buy	2,039 +223	+12%	+$70.7K	0.06%	222
2026 Q1	$455K	Sell	1,816 -2	-0.1%	-$444	0.05%	279
2025 Q4	$295K	Buy	+1,818	New	+$316K	0.03%	364

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 $3.37T AUM 44.26% 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

Intrua Financial's VRT Position: Q2 2026 in Review

Intrua Financial increased its Vertiv (VRT) stake by 12% in Q2 2026, buying an estimated $70.7K and bringing the position to 2,039 shares worth $683K. The position accounts for 0.06% of the portfolio, ranked #222.

Intrua Financial first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Intrua Financial held 2,039 shares of Vertiv worth $683K as of Q2 2026.
Intrua Financial bought 223 Vertiv shares in Q2 2026, an estimated $70.7K.
Vertiv made up 0.06% of Intrua Financial's portfolio in Q2 2026, its #222 holding.
Intrua Financial first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.