MPWS
VRT icon

McCarter Private Wealth Services’s Vertiv VRT Stock Holding History

McCarter Private Wealth Services’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 		$3.69M Sell
11,026
-1,453
-12% -$461K 1.27% 26
2026
Q1 		$3.13M Buy
12,479
+714
+6% +$158K 1.36% 20
2025
Q4 		$1.91M Sell
11,765
-122
-1% -$21.2K 0.86% 34
2025
Q3 		$1.79M Sell
11,887
-97
-0.8% -$12.9K 0.92% 32
2025
Q2 		$1.54M Buy
11,984
+7,243
+153% +$704K 0.88% 33
2025
Q1 		$342K Buy
4,741
+370
+8% +$39.4K 0.22% 75
2024
Q4 		$497K Buy
+4,371
New +$519K 0.32% 59

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

McCarter Private Wealth Services's VRT Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Vertiv (VRT) stake by 12% in Q2 2026, selling an estimated $461K and leaving 11,026 shares worth $3.69M. The position accounts for 1.27% of the portfolio, ranked #26.

McCarter Private Wealth Services first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • McCarter Private Wealth Services held 11,026 shares of Vertiv worth $3.69M as of Q2 2026.
  • McCarter Private Wealth Services sold 1,453 Vertiv shares in Q2 2026, an estimated $461K.
  • Vertiv made up 1.27% of McCarter Private Wealth Services's portfolio in Q2 2026, its #26 holding.
  • McCarter Private Wealth Services first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.