MBL Wealth’s Vertiv VRT Stock Holding History

MBL Wealth’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	$1.45M	Buy	4,316 +43	+1%	+$13.6K	0.1%	108
2026 Q1	$1.07M	Buy	4,273 +939	+28%	+$208K	0.08%	115
2025 Q4	$540K	Buy	3,334 +1,567	+89%	+$272K	0.04%	171
2025 Q3	$267K	Hold	1,767	–	–	0.02%	218
2025 Q2	$227K	Buy	+1,767	New	+$172K	0.02%	220

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

MBL Wealth's VRT Position: Q2 2026 in Review

MBL Wealth increased its Vertiv (VRT) stake by 1% in Q2 2026, buying an estimated $13.6K and bringing the position to 4,316 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #108.

MBL Wealth first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

MBL Wealth held 4,316 shares of Vertiv worth $1.45M as of Q2 2026.
MBL Wealth bought 43 Vertiv shares in Q2 2026, an estimated $13.6K.
Vertiv made up 0.1% of MBL Wealth's portfolio in Q2 2026, its #108 holding.
MBL Wealth first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.