Legacy Financial Advisors’s Vertiv VRT Stock Holding History

Legacy Financial 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	$420K	Buy	1,255 +249	+25%	+$79K	0.05%	269
2026 Q1	$252K	Buy	+1,006	New	+$223K	0.04%	354

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

Legacy Financial Advisors's VRT Position: Q2 2026 in Review

Legacy Financial Advisors increased its Vertiv (VRT) stake by 25% in Q2 2026, buying an estimated $79K and bringing the position to 1,255 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #269.

Legacy Financial Advisors first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Legacy Financial Advisors held 1,255 shares of Vertiv worth $420K as of Q2 2026.
Legacy Financial Advisors bought 249 Vertiv shares in Q2 2026, an estimated $79K.
Vertiv made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #269 holding.
Legacy Financial Advisors first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.