MFG
VRT icon

Merit Financial Group’s Vertiv VRT Stock Holding History

Merit Financial Group’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 		$12.1M Buy
36,110
+12,886
+55% +$4.09M 0.07% 225
2026
Q1 		$5.82M Buy
23,224
+5,398
+30% +$1.2M 0.04% 350
2025
Q4 		$2.89M Sell
17,826
-386
-2% -$67K 0.02% 513
2025
Q3 		$2.75M Sell
18,212
-526
-3% -$70.2K 0.03% 468
2025
Q2 		$2.41M Buy
18,738
+5,029
+37% +$489K 0.03% 457
2025
Q1 		$990K Buy
13,709
+7,287
+113% +$776K 0.01% 656
2024
Q4 		$730K Buy
+6,422
New +$763K 0.01% 596
2024
Q3 		– Sell
-3,284
Closed -$284K – 966
2024
Q2 		$284K Buy
+3,284
New +$299K 0.01% 749

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

Merit Financial Group's VRT Position: Q2 2026 in Review

Merit Financial Group increased its Vertiv (VRT) stake by 55% in Q2 2026, buying an estimated $4.09M and bringing the position to 36,110 shares worth $12.1M. The position accounts for 0.07% of the portfolio, ranked #225.

Merit Financial Group first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Merit Financial Group held 36,110 shares of Vertiv worth $12.1M as of Q2 2026.
  • Merit Financial Group bought 12,886 Vertiv shares in Q2 2026, an estimated $4.09M.
  • Vertiv made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #225 holding.
  • Merit Financial Group first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.