McAdam LLC’s Vertiv VRT Stock Holding History

McAdam LLC’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	$562K	Buy	1,678 +279	+20%	+$88.5K	0.02%	254
2026 Q1	$350K	Buy	+1,399	New	+$311K	0.02%	310
2025 Q4	–	Sell	-1,584	Closed	-$239K	–	445
2025 Q3	$239K	Buy	+1,584	New	+$211K	0.01%	355

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 $3.38T AUM 44.17% 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

McAdam LLC's VRT Position: Q2 2026 in Review

McAdam LLC increased its Vertiv (VRT) stake by 20% in Q2 2026, buying an estimated $88.5K and bringing the position to 1,678 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #254.

McAdam LLC first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

McAdam LLC held 1,678 shares of Vertiv worth $562K as of Q2 2026.
McAdam LLC bought 279 Vertiv shares in Q2 2026, an estimated $88.5K.
Vertiv made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #254 holding.
McAdam LLC first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.