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Nations Financial Group’s Vertiv VRT Stock Holding History

Nations Financial 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 		$882K Sell
2,633
-44
-2% -$14K 0.04% 410
2026
Q1 		$671K Sell
2,677
-317
-11% -$70.4K 0.03% 472
2025
Q4 		$485K Buy
2,994
+20
+0.7% +$3.47K 0.03% 534
2025
Q3 		$449K Sell
2,974
-571
-16% -$76.2K 0.03% 507
2025
Q2 		$455K Buy
+3,545
New +$345K 0.03% 477

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nations Financial Group's VRT Position: Q2 2026 in Review

Nations Financial Group reduced its Vertiv (VRT) stake by 1.6% in Q2 2026, selling an estimated $14K and leaving 2,633 shares worth $882K. The position accounts for 0.04% of the portfolio, ranked #410.

Nations Financial Group first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Nations Financial Group held 2,633 shares of Vertiv worth $882K as of Q2 2026.
  • Nations Financial Group sold 44 Vertiv shares in Q2 2026, an estimated $14K.
  • Vertiv made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #410 holding.
  • Nations Financial Group first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.