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Obermeyer Wealth Partners’s Vertiv VRT Stock Holding History

Obermeyer Wealth Partners’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 		$626K Buy
1,870
+500
+36% +$159K 0.03% 157
2026
Q1 		$343K Hold
1,370
– – 0.02% 218
2025
Q4 		$222K Buy
1,370
+1
+0.1% +$174 0.01% 274
2025
Q3 		$207K Buy
+1,369
New +$183K 0.01% 282

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

Obermeyer Wealth Partners's VRT Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Vertiv (VRT) stake by 36% in Q2 2026, buying an estimated $159K and bringing the position to 1,870 shares worth $626K. The position accounts for 0.03% of the portfolio, ranked #157.

Obermeyer Wealth Partners first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Obermeyer Wealth Partners held 1,870 shares of Vertiv worth $626K as of Q2 2026.
  • Obermeyer Wealth Partners bought 500 Vertiv shares in Q2 2026, an estimated $159K.
  • Vertiv made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #157 holding.
  • Obermeyer Wealth Partners first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.