Nvest Wealth Strategies’s Vertiv VRT Stock Holding History

Nvest Wealth Strategies’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	$1.34K	Hold	4	–	–	﹤0.01%	201
2026 Q1	$1K	Buy	+4	New	+$888	﹤0.01%	223

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nvest Wealth Strategies's VRT Position: Q2 2026 in Review

Nvest Wealth Strategies held its Vertiv (VRT) position steady in Q2 2026 at 4 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Nvest Wealth Strategies first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 1,208 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Nvest Wealth Strategies held 4 shares of Vertiv worth $1.34K as of Q2 2026.
Nvest Wealth Strategies left its Vertiv share count unchanged in Q2 2026.
Vertiv made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #201 holding.
Nvest Wealth Strategies first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
1,208 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.