NWMG
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National Wealth Management Group’s Vertiv VRT Stock Holding History

National Wealth Management 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 		$1.14M Sell
3,412
-200
-6% -$63.4K 0.35% 68
2026
Q1 		$905K Sell
3,612
-2,002
-36% -$444K 0.34% 72
2025
Q4 		$910K Buy
+5,614
New +$975K 0.32% 79
2025
Q3 		– Sell
-6,618
Closed -$850K – 254
2025
Q2 		$850K Buy
+6,618
New +$644K 0.48% 44

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
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

National Wealth Management Group's VRT Position: Q2 2026 in Review

National Wealth Management Group reduced its Vertiv (VRT) stake by 5.5% in Q2 2026, selling an estimated $63.4K and leaving 3,412 shares worth $1.14M. The position accounts for 0.35% of the portfolio, ranked #68.

National Wealth Management Group first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • National Wealth Management Group held 3,412 shares of Vertiv worth $1.14M as of Q2 2026.
  • National Wealth Management Group sold 200 Vertiv shares in Q2 2026, an estimated $63.4K.
  • Vertiv made up 0.35% of National Wealth Management Group's portfolio in Q2 2026, its #68 holding.
  • National Wealth Management Group first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.