NWAG
VRT icon

Net Worth Advisory Group’s Vertiv VRT Stock Holding History

Net Worth 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 		$371K Buy
1,108
+195
+21% +$61.8K 0.09% 222
2026
Q1 		$229K Sell
913
-644
-41% -$143K 0.05% 382
2025
Q4 		$252K Buy
1,557
+109
+8% +$18.9K 0.05% 381
2025
Q3 		$218K Sell
1,448
-186
-11% -$24.8K 0.06% 370
2025
Q2 		$210K Buy
+1,634
New +$159K 0.05% 395

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Net Worth Advisory Group's VRT Position: Q2 2026 in Review

Net Worth Advisory Group increased its Vertiv (VRT) stake by 21% in Q2 2026, buying an estimated $61.8K and bringing the position to 1,108 shares worth $371K. The position accounts for 0.09% of the portfolio, ranked #222.

Net Worth Advisory Group first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 350 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Net Worth Advisory Group held 1,108 shares of Vertiv worth $371K as of Q2 2026.
  • Net Worth Advisory Group bought 195 Vertiv shares in Q2 2026, an estimated $61.8K.
  • Vertiv made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #222 holding.
  • Net Worth Advisory Group first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 350 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.