LWM
VRT icon

Liberty Wealth Management’s Vertiv VRT Stock Holding History

Liberty 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 		$800K Hold
3,186
– – 0.1% 114
2026
Q1 		$800K Sell
3,186
-409
-11% -$90.8K 0.1% 114
2025
Q4 		$582K Buy
3,595
+99
+3% +$17.2K 0.08% 127
2025
Q3 		$527K Sell
3,496
-21
-0.6% -$2.8K 0.07% 126
2025
Q2 		$452K Buy
+3,517
New +$342K 0.07% 137
2025
Q1 		– Sell
-3,708
Closed -$421K – 210
2024
Q4 		$421K Sell
3,708
-343
-8% -$40.7K 0.07% 131
2024
Q3 		$403K Buy
4,051
+295
+8% +$24.5K 0.07% 133
2024
Q2 		$324K Buy
+3,756
New +$342K 0.06% 148

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

Liberty Wealth Management's VRT Position: Q2 2026 in Review

Liberty Wealth Management held its Vertiv (VRT) position steady in Q2 2026 at 3,186 shares worth $800K. The position accounts for 0.1% of the portfolio, ranked #114.

Liberty Wealth Management first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Liberty Wealth Management held 3,186 shares of Vertiv worth $800K as of Q2 2026.
  • Liberty Wealth Management left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.1% of Liberty Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Liberty Wealth Management first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.