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Naviter Wealth’s Vertiv VRT Stock Holding History

Naviter Wealth’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 		$238K Buy
+710
New +$225K 0.02% 284
2025
Q3 		– Sell
-2,289
Closed -$294K – 282
2025
Q2 		$294K Buy
+2,289
New +$223K 0.04% 233

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

Naviter Wealth's VRT Position: Q2 2026 in Review

Naviter Wealth opened a new position in Vertiv (VRT) in Q2 2026: 710 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #284 among its holdings. This is a return to the name: Naviter Wealth previously reported a position in VRT as recently as Q2 2025.

Naviter Wealth first reported a position in VRT in Q2 2025 and has held it in 2 quarters since. The position peaked at $294K in Q2 2025. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Naviter Wealth held 710 shares of Vertiv worth $238K as of Q2 2026.
  • Vertiv was a new Naviter Wealth position in Q2 2026.
  • Vertiv made up 0.02% of Naviter Wealth's portfolio in Q2 2026, its #284 holding.
  • Naviter Wealth first reported a position in Vertiv in Q2 2025 and has held it in 2 quarters since.
  • Naviter Wealth's Vertiv position peaked at $294K in Q2 2025.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.