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MONECO Advisors’s Vertiv VRT Stock Holding History

MONECO Advisors’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 		$1.65M Buy
4,915
+485
+11% +$154K 0.1% 198
2026
Q1 		$1.11M Buy
4,430
+4
+0.1% +$888 0.09% 202
2025
Q4 		$717K Sell
4,426
-156
-3% -$27.1K 0.06% 244
2025
Q3 		$691K Sell
4,582
-9
-0.2% -$1.2K 0.06% 249
2025
Q2 		$590K Sell
4,591
-8
-0.2% -$778 0.05% 262
2025
Q1 		$332K Buy
4,599
+200
+5% +$21.3K 0.03% 345
2024
Q4 		$500K Sell
4,399
-295
-6% -$35K 0.05% 276
2024
Q3 		$467K Buy
4,694
+610
+15% +$50.6K 0.06% 267
2024
Q2 		$354K Hold
4,084
– – 0.05% 292
2024
Q1 		$334K Buy
+4,084
New +$257K 0.05% 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

MONECO Advisors's VRT Position: Q2 2026 in Review

MONECO Advisors increased its Vertiv (VRT) stake by 11% in Q2 2026, buying an estimated $154K and bringing the position to 4,915 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #198.

MONECO Advisors first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • MONECO Advisors held 4,915 shares of Vertiv worth $1.65M as of Q2 2026.
  • MONECO Advisors bought 485 Vertiv shares in Q2 2026, an estimated $154K.
  • Vertiv made up 0.1% of MONECO Advisors's portfolio in Q2 2026, its #198 holding.
  • MONECO Advisors first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.