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NewEdge Wealth’s Vertiv VRT Stock Holding History

NewEdge Wealth’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 		$3.9M Buy
11,647
+130
+1% +$41.2K 0.04% 295
2026
Q1 		$2.89M Buy
11,517
+290
+3% +$64.4K 0.03% 335
2025
Q4 		$1.82M Buy
11,227
+3,865
+52% +$671K 0.02% 473
2025
Q3 		$1.4M Buy
7,362
+4,843
+192% +$646K 0.02% 483
2025
Q2 		$351K Buy
+2,519
New +$245K 0.01% 789
2025
Q1 		– Sell
-2,394
Closed -$272K – 990
2024
Q4 		$272K Buy
2,394
+299
+14% +$35.5K ﹤0.01% 793
2024
Q3 		$208K Buy
+2,095
New +$174K ﹤0.01% 833

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

NewEdge Wealth's VRT Position: Q2 2026 in Review

NewEdge Wealth increased its Vertiv (VRT) stake by 1.1% in Q2 2026, buying an estimated $41.2K and bringing the position to 11,647 shares worth $3.9M. The position accounts for 0.04% of the portfolio, ranked #295.

NewEdge Wealth first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • NewEdge Wealth held 11,647 shares of Vertiv worth $3.9M as of Q2 2026.
  • NewEdge Wealth bought 130 Vertiv shares in Q2 2026, an estimated $41.2K.
  • Vertiv made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #295 holding.
  • NewEdge Wealth first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.