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Legacy Wealth Management (Idaho)’s Vertiv VRT Stock Holding History

Legacy Wealth Management (Idaho)’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 		$238K Buy
711
+289
+68% +$91.7K 0.1% 167
2026
Q1 		$106K Buy
422
+75
+22% +$16.6K 0.05% 170
2025
Q4 		$56.2K Buy
+347
New +$60.2K 0.03% 201
2025
Q3 		– Sell
-1
Closed -$129 – 828
2025
Q2 		$129 Hold
1
– – ﹤0.01% 727
2025
Q1 		$73 Buy
+1
New +$106 ﹤0.01% 805

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s VRT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Vertiv (VRT) stake by 68% in Q2 2026, buying an estimated $91.7K and bringing the position to 711 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #167.

Legacy Wealth Management (Idaho) first reported a position in VRT in Q1 2025 and has held it in 5 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 711 shares of Vertiv worth $238K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 289 Vertiv shares in Q2 2026, an estimated $91.7K.
  • Vertiv made up 0.1% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #167 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Vertiv in Q1 2025 and has held it in 5 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.