New Age Alpha Advisors’s Vertiv VRT Stock Holding History

New Age Alpha Advisors’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	$9.06M	Buy	27,057 +2,390	+10%	+$758K	0.38%	52
2026 Q1	$6.18M	Sell	24,667 -5,333	-18%	-$1.18M	0.29%	88
2025 Q4	$4.86M	Buy	30,000 +25,000	+500%	+$4.34M	0.21%	133
2025 Q3	$754K	Sell	5,000 -20,000	-80%	-$2.67M	0.03%	454
2025 Q2	$3.21M	Hold	25,000	–	–	0.14%	214
2025 Q1	$1.8M	Sell	25,000 -5,000	-17%	-$532K	0.08%	330
2024 Q4	$3.41M	Buy	30,000 +5,000	+20%	+$594K	0.14%	211
2024 Q3	$2.49M	Buy	25,000 +5,000	+25%	+$414K	1.47%	20
2024 Q2	$1.73M	Buy	+20,000	New	+$1.82M	0.94%	25

Other funds holding VRT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

New Age Alpha Advisors's VRT Position: Q2 2026 in Review

New Age Alpha Advisors increased its Vertiv (VRT) stake by 9.7% in Q2 2026, buying an estimated $758K and bringing the position to 27,057 shares worth $9.06M. The position accounts for 0.38% of the portfolio, ranked #52.

New Age Alpha Advisors first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

New Age Alpha Advisors held 27,057 shares of Vertiv worth $9.06M as of Q2 2026.
New Age Alpha Advisors bought 2,390 Vertiv shares in Q2 2026, an estimated $758K.
Vertiv made up 0.38% of New Age Alpha Advisors's portfolio in Q2 2026, its #52 holding.
New Age Alpha Advisors first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.