McGlone Suttner Wealth Management’s Vertiv VRT Stock Holding History

McGlone Suttner 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	$303K	Sell	904 -1,104	-55%	-$350K	0.04%	162
2026 Q1	$503K	Sell	2,008 -2	-0.1%	-$444	0.07%	123
2025 Q4	$326K	Sell	2,010 -13	-0.6%	-$2.26K	0.04%	152
2025 Q3	$305K	Sell	2,023 -11	-0.5%	-$1.47K	0.04%	158
2025 Q2	$261K	Buy	+2,034	New	+$198K	0.04%	166
2025 Q1	–	Sell	-2,227	Closed	-$253K	–	202
2024 Q4	$253K	Sell	2,227 -427	-16%	-$50.7K	0.04%	151
2024 Q3	$264K	Buy	+2,654	New	+$220K	0.05%	144
2024 Q1	–	Sell	-1,466	Closed	-$70.4K	–	759
2023 Q4	$70.4K	Buy	+1,466	New	+$62.4K	0.01%	247

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

McGlone Suttner Wealth Management's VRT Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Vertiv (VRT) stake by 55% in Q2 2026, selling an estimated $350K and leaving 904 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #162.

McGlone Suttner Wealth Management first reported a position in VRT in Q4 2023 and has held it in 8 quarters since. The position peaked at $503K in Q1 2026. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

McGlone Suttner Wealth Management held 904 shares of Vertiv worth $303K as of Q2 2026.
McGlone Suttner Wealth Management sold 1,104 Vertiv shares in Q2 2026, an estimated $350K.
Vertiv made up 0.04% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #162 holding.
McGlone Suttner Wealth Management first reported a position in Vertiv in Q4 2023 and has held it in 8 quarters since.
McGlone Suttner Wealth Management's Vertiv position peaked at $503K in Q1 2026.
2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.