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Legacy Capital Wealth Partners’s Vertiv VRT Stock Holding History

Legacy Capital Wealth Partners’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 		$275K Sell
820
-22
-3% -$6.98K 0.05% 310
2026
Q1 		$211K Buy
+842
New +$187K 0.04% 359

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State Street
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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

Legacy Capital Wealth Partners's VRT Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Vertiv (VRT) stake by 2.6% in Q2 2026, selling an estimated $6.98K and leaving 820 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #310.

Legacy Capital Wealth Partners first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Legacy Capital Wealth Partners held 820 shares of Vertiv worth $275K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 22 Vertiv shares in Q2 2026, an estimated $6.98K.
  • Vertiv made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #310 holding.
  • Legacy Capital Wealth Partners first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.