N.E.W. Advisory Services’s Vertiv VRT Stock Holding History

N.E.W. Advisory Services’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	$375K	Sell	1,121 -137	-11%	-$43.5K	0.03%	170
2026 Q1	$315K	Sell	1,258 -1,516	-55%	-$337K	0.02%	169
2025 Q4	$449K	Buy	2,774 +1,351	+95%	+$235K	0.03%	139
2025 Q3	$215K	Sell	1,423 -363	-20%	-$48.4K	0.02%	176
2025 Q2	$229K	Sell	1,786 -5,816	-77%	-$566K	0.02%	171
2025 Q1	$549K	Buy	+7,602	New	+$809K	0.04%	119

Other funds holding VRT

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

N.E.W. Advisory Services's VRT Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vertiv (VRT) stake by 11% in Q2 2026, selling an estimated $43.5K and leaving 1,121 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #170.

N.E.W. Advisory Services first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $549K in Q1 2025. 1,392 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

N.E.W. Advisory Services held 1,121 shares of Vertiv worth $375K as of Q2 2026.
N.E.W. Advisory Services sold 137 Vertiv shares in Q2 2026, an estimated $43.5K.
Vertiv made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #170 holding.
N.E.W. Advisory Services first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Vertiv position peaked at $549K in Q1 2025.
1,392 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.