MWM
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Modera Wealth Management’s Vertiv VRT Stock Holding History

Modera 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 		$396K Sell
1,184
-942
-44% -$299K ﹤0.01% 493
2026
Q1 		$533K Buy
2,126
+52
+3% +$11.5K 0.01% 426
2025
Q4 		$336K Sell
2,074
-155
-7% -$26.9K ﹤0.01% 526
2025
Q3 		$336K Sell
2,229
-211
-9% -$28.1K ﹤0.01% 520
2025
Q2 		$313K Buy
+2,440
New +$237K ﹤0.01% 529
2024
Q4 		– Sell
-2,316
Closed -$230K – 649
2024
Q3 		$230K Buy
+2,316
New +$192K ﹤0.01% 550

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

Modera Wealth Management's VRT Position: Q2 2026 in Review

Modera Wealth Management reduced its Vertiv (VRT) stake by 44% in Q2 2026, selling an estimated $299K and leaving 1,184 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Modera Wealth Management first reported a position in VRT in Q3 2024 and has held it in 6 quarters since. The position peaked at $533K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Modera Wealth Management held 1,184 shares of Vertiv worth $396K as of Q2 2026.
  • Modera Wealth Management sold 942 Vertiv shares in Q2 2026, an estimated $299K.
  • Vertiv made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #493 holding.
  • Modera Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 6 quarters since.
  • Modera Wealth Management's Vertiv position peaked at $533K in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.