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Moneta Group Investment Advisors’s Vertiv VRT Stock Holding History

Moneta Group Investment 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 		$1.18M Buy
3,527
+16
+0.5% +$5.07K 0.01% 366
2026
Q1 		$880K Buy
3,511
+12
+0.3% +$2.66K 0.01% 381
2025
Q4 		$567K Sell
3,499
-162
-4% -$28.1K ﹤0.01% 465
2025
Q3 		$552K Buy
3,661
+39
+1% +$5.2K ﹤0.01% 466
2025
Q2 		$465K Sell
3,622
-29
-0.8% -$2.82K 0.01% 450
2025
Q1 		$264K Sell
3,651
-494
-12% -$52.6K ﹤0.01% 554
2024
Q4 		$471K Buy
4,145
+1,233
+42% +$146K 0.01% 421
2024
Q3 		$290K Buy
+2,912
New +$241K ﹤0.01% 527

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

Moneta Group Investment Advisors's VRT Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Vertiv (VRT) stake by 0.46% in Q2 2026, buying an estimated $5.07K and bringing the position to 3,527 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #366.

Moneta Group Investment Advisors first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Moneta Group Investment Advisors held 3,527 shares of Vertiv worth $1.18M as of Q2 2026.
  • Moneta Group Investment Advisors bought 16 Vertiv shares in Q2 2026, an estimated $5.07K.
  • Vertiv made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #366 holding.
  • Moneta Group Investment Advisors first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.