Moran Wealth Management’s Vertiv VRT Stock Holding History

Moran 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	$982K	Buy	2,933 +273	+10%	+$86.6K	0.03%	393
2026 Q1	$667K	Buy	+2,660	New	+$590K	0.02%	390

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Moran Wealth Management increased its Vertiv (VRT) stake by 10% in Q2 2026, buying an estimated $86.6K and bringing the position to 2,933 shares worth $982K. The position accounts for 0.03% of the portfolio, ranked #393.

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

Moran Wealth Management held 2,933 shares of Vertiv worth $982K as of Q2 2026.
Moran Wealth Management bought 273 Vertiv shares in Q2 2026, an estimated $86.6K.
Vertiv made up 0.03% of Moran Wealth Management's portfolio in Q2 2026, its #393 holding.
Moran Wealth Management first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.