NWM
VRT icon

Nova Wealth Management’s Vertiv VRT Stock Holding History

Nova Wealth Management’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 		$56.9K Buy
170
+53
+45% +$16.8K 0.03% 215
2026
Q1 		$29.3K Buy
117
+59
+102% +$13.1K 0.02% 259
2025
Q4 		$9.4K Hold
58
– – 0.01% 356
2025
Q3 		$8.75K Sell
58
-6
-9% -$800 0.01% 360
2025
Q2 		$8.24K Buy
+64
New +$6.22K 0.01% 381

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

Nova Wealth Management's VRT Position: Q2 2026 in Review

Nova Wealth Management increased its Vertiv (VRT) stake by 45% in Q2 2026, buying an estimated $16.8K and bringing the position to 170 shares worth $56.9K. The position accounts for 0.03% of the portfolio, ranked #215.

Nova Wealth Management first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Nova Wealth Management held 170 shares of Vertiv worth $56.9K as of Q2 2026.
  • Nova Wealth Management bought 53 Vertiv shares in Q2 2026, an estimated $16.8K.
  • Vertiv made up 0.03% of Nova Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Nova Wealth Management first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.