NWWA
VRT icon

New Wave Wealth Advisors’s Vertiv VRT Stock Holding History

New Wave Wealth 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 		$2.83M Sell
8,458
-455
-5% -$144K 0.77% 33
2026
Q1 		$2.23M Buy
8,913
+1,975
+28% +$438K 0.77% 33
2025
Q4 		$1.12M Buy
6,938
+977
+16% +$170K 0.41% 52
2025
Q3 		$899K Buy
+5,961
New +$795K 0.35% 57
2025
Q1 		– Sell
-5,555
Closed -$631K – 661
2024
Q4 		$631K Sell
5,555
-204
-4% -$24.2K 0.26% 58
2024
Q3 		$573K Buy
+5,759
New +$477K 0.26% 62

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 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

New Wave Wealth Advisors's VRT Position: Q2 2026 in Review

New Wave Wealth Advisors reduced its Vertiv (VRT) stake by 5.1% in Q2 2026, selling an estimated $144K and leaving 8,458 shares worth $2.83M. The position accounts for 0.77% of the portfolio, ranked #33.

New Wave Wealth Advisors first reported a position in VRT in Q3 2024 and has held it in 6 quarters since. 702 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • New Wave Wealth Advisors held 8,458 shares of Vertiv worth $2.83M as of Q2 2026.
  • New Wave Wealth Advisors sold 455 Vertiv shares in Q2 2026, an estimated $144K.
  • Vertiv made up 0.77% of New Wave Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • New Wave Wealth Advisors first reported a position in Vertiv in Q3 2024 and has held it in 6 quarters since.
  • 702 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.