Laurel Oak Wealth Management’s Vertiv VRT Stock Holding History

Laurel Oak Wealth Management’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	$234K	Buy	+698	New	+$221K	0.03%	331

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

Laurel Oak Wealth Management's VRT Position: Q2 2026 in Review

Laurel Oak Wealth Management opened a new position in Vertiv (VRT) in Q2 2026: 698 shares worth $234K. The stake represents 0.03% of the portfolio and ranks #331 among its holdings.

2,041 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Laurel Oak Wealth Management held 698 shares of Vertiv worth $234K as of Q2 2026.
Vertiv was a new Laurel Oak Wealth Management position in Q2 2026.
Vertiv made up 0.03% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #331 holding.
2,041 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.