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Larson Financial Group’s Vertiv VRT Stock Holding History

Larson Financial Group’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 		$1.07M Buy
3,200
+443
+16% +$140K 0.03% 349
2026
Q1 		$691K Sell
2,757
-203
-7% -$45.1K 0.02% 394
2025
Q4 		$480K Buy
2,960
+199
+7% +$34.5K 0.02% 473
2025
Q3 		$417K Buy
2,761
+572
+26% +$76.3K 0.01% 512
2025
Q2 		$281K Sell
2,189
-158
-7% -$15.4K 0.01% 591
2025
Q1 		$169K Buy
2,347
+1,252
+114% +$133K 0.01% 659
2024
Q4 		$124K Buy
1,095
+256
+31% +$30.4K 0.01% 680
2024
Q3 		$83.5K Buy
839
+587
+233% +$48.7K ﹤0.01% 769
2024
Q2 		$21.8K Buy
252
+180
+250% +$16.4K ﹤0.01% 1024
2024
Q1 		$5.88K Buy
+72
New +$4.52K ﹤0.01% 1158

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

Larson Financial Group's VRT Position: Q2 2026 in Review

Larson Financial Group increased its Vertiv (VRT) stake by 16% in Q2 2026, buying an estimated $140K and bringing the position to 3,200 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #349.

Larson Financial Group first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Larson Financial Group held 3,200 shares of Vertiv worth $1.07M as of Q2 2026.
  • Larson Financial Group bought 443 Vertiv shares in Q2 2026, an estimated $140K.
  • Vertiv made up 0.03% of Larson Financial Group's portfolio in Q2 2026, its #349 holding.
  • Larson Financial Group first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.