JWCA
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J.W. Cole Advisors’s Vertiv VRT Stock Holding History

J.W. Cole Advisors’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 		$3.9M Sell
11,635
-2,415
-17% -$766K 0.07% 303
2026
Q1 		$3.52M Sell
14,050
-2,635
-16% -$585K 0.12% 156
2025
Q4 		$1.79M Buy
16,685
+341
+2% +$59.2K 0.04% 428
2025
Q3 		$2.47M Buy
16,344
+2,067
+14% +$276K 0.05% 380
2025
Q2 		$1.83M Buy
14,277
+2,945
+26% +$286K 0.04% 446
2025
Q1 		$818K Buy
11,332
+5,236
+86% +$557K 0.03% 596
2024
Q4 		$693K Sell
6,096
-1,437
-19% -$171K 0.03% 520
2024
Q3 		$749K Buy
7,533
+197
+3% +$16.3K 0.03% 468
2024
Q2 		$635K Sell
7,336
-1,236
-14% -$113K 0.03% 458
2024
Q1 		$700K Buy
+8,572
New +$539K 0.04% 435

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
LA
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

J.W. Cole Advisors's VRT Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Vertiv (VRT) stake by 17% in Q2 2026, selling an estimated $766K and leaving 11,635 shares worth $3.9M. The position accounts for 0.07% of the portfolio, ranked #303.

J.W. Cole Advisors first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 559 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • J.W. Cole Advisors held 11,635 shares of Vertiv worth $3.9M as of Q2 2026.
  • J.W. Cole Advisors sold 2,415 Vertiv shares in Q2 2026, an estimated $766K.
  • Vertiv made up 0.07% of J.W. Cole Advisors's portfolio in Q2 2026, its #303 holding.
  • J.W. Cole Advisors first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 559 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.