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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 		– Sell
-100
Closed -$62.5K – 1002
2026
Q1 		$62.5K Buy
+100
New +$22.2K ﹤0.01% 717
2025
Q4 		– Sell
-300
Closed -$789K – 924
2025
Q3 		$789K Buy
+300
New +$40K 0.03% 446

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

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.