LBWM
VRT icon

Left Brain Wealth Management’s Vertiv VRT Stock Holding History

Left Brain 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 		$7.44M Buy
22,233
+2,025
+10% +$642K 2.24% 17
2026
Q1 		$5.06M Buy
20,208
+1,050
+5% +$233K 1.99% 20
2025
Q4 		$3.1M Buy
19,158
+942
+5% +$164K 1.07% 34
2025
Q3 		$2.75M Buy
18,216
+13,641
+298% +$1.82M 0.86% 36
2025
Q2 		$587K Buy
+4,575
New +$445K 0.21% 60
2025
Q1 		– Sell
-2,000
Closed -$227K – 102
2024
Q4 		$227K Buy
+2,000
New +$237K 0.09% 88

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

Left Brain Wealth Management's VRT Position: Q2 2026 in Review

Left Brain Wealth Management increased its Vertiv (VRT) stake by 10% in Q2 2026, buying an estimated $642K and bringing the position to 22,233 shares worth $7.44M. The position accounts for 2.24% of the portfolio, ranked #17.

Left Brain Wealth Management first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Left Brain Wealth Management held 22,233 shares of Vertiv worth $7.44M as of Q2 2026.
  • Left Brain Wealth Management bought 2,025 Vertiv shares in Q2 2026, an estimated $642K.
  • Vertiv made up 2.24% of Left Brain Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Left Brain Wealth Management first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.