Mount Yale Investment Advisors’s Vertiv VRT Stock Holding History

Mount Yale 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	$2.44M	Buy	7,280 +936	+15%	+$297K	0.05%	373
2026 Q1	$1.59M	Sell	6,344 -817	-11%	-$181K	0.04%	420
2025 Q4	$1.16M	Sell	7,161 -675	-9%	-$117K	0.06%	293
2025 Q3	$1.18M	Sell	7,836 -3,881	-33%	-$518K	0.08%	249
2025 Q2	$1.5M	Sell	11,717 -146	-1%	-$14.2K	0.12%	156
2025 Q1	$857K	Buy	11,863 +779	+7%	+$82.9K	0.07%	220
2024 Q4	$1.26M	Sell	11,084 -1,133	-9%	-$135K	0.1%	169
2024 Q3	$1.22M	Buy	12,217 +3,040	+33%	+$252K	0.12%	169
2024 Q2	$794K	Sell	9,177 -130	-1%	-$11.8K	0.06%	249
2024 Q1	$760K	Sell	9,307 -3,717	-29%	-$234K	0.06%	278
2023 Q4	$626K	Buy	13,024 +5,039	+63%	+$215K	0.06%	282
2023 Q3	$297K	Sell	7,985 -4,210	-35%	-$139K	0.03%	394
2023 Q2	$302K	Buy	+12,195	New	+$209K	0.03%	388
2022 Q1	–	Sell	-9,547	Closed	-$238K	–	502
2021 Q4	$238K	Buy	+9,547	New	+$239K	0.02%	420

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's VRT Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Vertiv (VRT) stake by 15% in Q2 2026, buying an estimated $297K and bringing the position to 7,280 shares worth $2.44M. The position accounts for 0.05% of the portfolio, ranked #373.

Mount Yale Investment Advisors first reported a position in VRT in Q4 2021 and has held it in 14 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Mount Yale Investment Advisors held 7,280 shares of Vertiv worth $2.44M as of Q2 2026.
Mount Yale Investment Advisors bought 936 Vertiv shares in Q2 2026, an estimated $297K.
Vertiv made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #373 holding.
Mount Yale Investment Advisors first reported a position in Vertiv in Q4 2021 and has held it in 14 quarters since.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.