Moss Adams Wealth Advisors’s Vertiv VRT Stock Holding History

Moss Adams Wealth 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	$380K	Buy	1,136 +60	+6%	+$19K	0.02%	186
2026 Q1	$270K	Buy	+1,076	New	+$239K	0.02%	222

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

Moss Adams Wealth Advisors's VRT Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Vertiv (VRT) stake by 5.6% in Q2 2026, buying an estimated $19K and bringing the position to 1,136 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #186.

Moss Adams Wealth Advisors 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.

Moss Adams Wealth Advisors held 1,136 shares of Vertiv worth $380K as of Q2 2026.
Moss Adams Wealth Advisors bought 60 Vertiv shares in Q2 2026, an estimated $19K.
Vertiv made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #186 holding.
Moss Adams Wealth Advisors 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 Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.