JWA
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JFS Wealth Advisors’s Vertiv VRT Stock Holding History

JFS Wealth 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 		$68.3K Buy
204
+3
+1% +$951 ﹤0.01% 487
2026
Q1 		$50.4K Buy
201
+12
+6% +$2.66K ﹤0.01% 521
2025
Q4 		$30.6K Sell
189
-52
-22% -$9.03K ﹤0.01% 636
2025
Q3 		$36.4K Buy
241
+102
+73% +$13.6K ﹤0.01% 570
2025
Q2 		$17.8K Buy
139
+33
+31% +$3.21K ﹤0.01% 681
2025
Q1 		$7.65K Sell
106
-27
-20% -$2.87K ﹤0.01% 972
2024
Q4 		$15.1K Buy
133
+36
+37% +$4.28K ﹤0.01% 722
2024
Q3 		$9.65K Sell
97
-3
-3% -$249 ﹤0.01% 868
2024
Q2 		$8.66K Buy
100
+10
+11% +$910 ﹤0.01% 840
2024
Q1 		$7.35K Hold
90
– – ﹤0.01% 926
2023
Q4 		$4.32K Buy
90
+19
+27% +$809 ﹤0.01% 1121
2023
Q3 		$2.64K Buy
+71
New +$2.34K ﹤0.01% 1251

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JFS Wealth Advisors's VRT Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vertiv (VRT) stake by 1.5% in Q2 2026, buying an estimated $951 and bringing the position to 204 shares worth $68.3K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

JFS Wealth Advisors first reported a position in VRT in Q3 2023 and has held it in 12 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • JFS Wealth Advisors held 204 shares of Vertiv worth $68.3K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Vertiv shares in Q2 2026, an estimated $951.
  • Vertiv made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #487 holding.
  • JFS Wealth Advisors first reported a position in Vertiv in Q3 2023 and has held it in 12 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.