Investment Advisory Services’s Vertiv VRT Stock Holding History

Investment Advisory Services’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	$239K	Buy	+714	New	+$226K	0.07%	123

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

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

Investment Advisory Services opened a new position in Vertiv (VRT) in Q2 2026: 714 shares worth $239K. The stake represents 0.07% of the portfolio and ranks #123 among its holdings.

559 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Investment Advisory Services held 714 shares of Vertiv worth $239K as of Q2 2026.
Vertiv was a new Investment Advisory Services position in Q2 2026.
Vertiv made up 0.07% of Investment Advisory Services's portfolio in Q2 2026, its #123 holding.
559 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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