NewEdge Advisors’s Vertiv VRT Stock Holding History

NewEdge 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	$43M	Buy	128,353 +8,979	+8%	+$2.85M	0.13%	162
2026 Q1	$29.9M	Sell	119,374 -40,574	-25%	-$9.01M	0.11%	194
2025 Q4	$25.9M	Buy	159,948 +67,156	+72%	+$11.7M	0.09%	204
2025 Q3	$14M	Buy	92,792 +17,225	+23%	+$2.3M	0.06%	306
2025 Q2	$9.7M	Sell	75,567 -14,103	-16%	-$1.37M	0.05%	377
2025 Q1	$6.47M	Sell	89,670 -5,750	-6%	-$612K	0.04%	431
2024 Q4	$10.8M	Buy	95,420 +8,982	+10%	+$1.07M	0.07%	293
2024 Q3	$8.6M	Sell	86,438 -12,652	-13%	-$1.05M	0.06%	332
2024 Q2	$8.58M	Buy	99,090 +19,647	+25%	+$1.79M	0.06%	302
2024 Q1	$6.49M	Buy	79,443 +20,155	+34%	+$1.27M	0.06%	319
2023 Q4	$2.9M	Buy	59,288 +7,959	+16%	+$339K	0.03%	529
2023 Q3	$1.91M	Sell	51,329 -3,510	-6%	-$116K	0.02%	610
2023 Q2	$1.36M	Buy	+54,839	New	+$941K	0.02%	733
2023 Q1	–	Sell	-246	Closed	-$3.02K	–	4159
2022 Q4	$3.02K	Buy	+246	New	+$3.28K	﹤0.01%	2728

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 $3.38T AUM 44.17% 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

NewEdge Advisors's VRT Position: Q2 2026 in Review

NewEdge Advisors increased its Vertiv (VRT) stake by 7.5% in Q2 2026, buying an estimated $2.85M and bringing the position to 128,353 shares worth $43M. The position accounts for 0.13% of the portfolio, ranked #162.

NewEdge Advisors first reported a position in VRT in Q4 2022 and has held it in 14 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

NewEdge Advisors held 128,353 shares of Vertiv worth $43M as of Q2 2026.
NewEdge Advisors bought 8,979 Vertiv shares in Q2 2026, an estimated $2.85M.
Vertiv made up 0.13% of NewEdge Advisors's portfolio in Q2 2026, its #162 holding.
NewEdge Advisors first reported a position in Vertiv in Q4 2022 and has held it in 14 quarters since.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.