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MRA Advisory Group’s Vertiv VRT Stock Holding History

MRA Advisory Group’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 		$1.75M Sell
5,238
-2,027
-28% -$643K 0.64% 34
2026
Q1 		$1.82M Buy
7,265
+267
+4% +$59.3K 0.74% 28
2025
Q4 		$1.13M Buy
6,998
+46
+0.7% +$7.99K 0.48% 36
2025
Q3 		$1.05M Sell
6,952
-457
-6% -$61K 0.46% 32
2025
Q2 		$951K Sell
7,409
-1,731
-19% -$168K 0.45% 30
2025
Q1 		$660K Buy
+9,140
New +$973K 0.35% 40

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

MRA Advisory Group's VRT Position: Q2 2026 in Review

MRA Advisory Group reduced its Vertiv (VRT) stake by 28% in Q2 2026, selling an estimated $643K and leaving 5,238 shares worth $1.75M. The position accounts for 0.64% of the portfolio, ranked #34.

MRA Advisory Group first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.82M in Q1 2026. 559 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • MRA Advisory Group held 5,238 shares of Vertiv worth $1.75M as of Q2 2026.
  • MRA Advisory Group sold 2,027 Vertiv shares in Q2 2026, an estimated $643K.
  • Vertiv made up 0.64% of MRA Advisory Group's portfolio in Q2 2026, its #34 holding.
  • MRA Advisory Group first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • MRA Advisory Group's Vertiv position peaked at $1.82M in Q1 2026.
  • 559 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.