MCWS
VRT icon

McKinley Carter Wealth Services’s Vertiv VRT Stock Holding History

McKinley Carter 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 		$478K Hold
1,429
– – 0.02% 239
2026
Q1 		$358K Buy
1,429
+4
+0.3% +$888 0.02% 243
2025
Q4 		$231K Sell
1,425
-247
-15% -$42.9K 0.01% 301
2025
Q3 		$252K Buy
1,672
+19
+1% +$2.53K 0.01% 292
2025
Q2 		$212K Buy
+1,653
New +$161K 0.01% 300

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

McKinley Carter Wealth Services's VRT Position: Q2 2026 in Review

McKinley Carter Wealth Services held its Vertiv (VRT) position steady in Q2 2026 at 1,429 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #239.

McKinley Carter Wealth Services first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • McKinley Carter Wealth Services held 1,429 shares of Vertiv worth $478K as of Q2 2026.
  • McKinley Carter Wealth Services left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #239 holding.
  • McKinley Carter Wealth Services first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.