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Optimize Financial’s Vertiv VRT Stock Holding History

Optimize Financial’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 		$465K Sell
1,390
-4
-0.3% -$1.27K 0.17% 171
2026
Q1 		$349K Sell
1,394
-1,183
-46% -$263K 0.17% 228
2025
Q4 		$418K Buy
2,577
+36
+1% +$6.25K 0.21% 202
2025
Q3 		$383K Sell
2,541
-207
-8% -$27.6K 0.2% 218
2025
Q2 		$353K Buy
+2,748
New +$267K 0.22% 144
2025
Q1 		– Sell
-2,900
Closed -$329K – 290
2024
Q4 		$329K Buy
+2,900
New +$344K 0.25% 124

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

Optimize Financial's VRT Position: Q2 2026 in Review

Optimize Financial reduced its Vertiv (VRT) stake by 0.29% in Q2 2026, selling an estimated $1.27K and leaving 1,390 shares worth $465K. The position accounts for 0.17% of the portfolio, ranked #171.

Optimize Financial first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Optimize Financial held 1,390 shares of Vertiv worth $465K as of Q2 2026.
  • Optimize Financial sold 4 Vertiv shares in Q2 2026, an estimated $1.27K.
  • Vertiv made up 0.17% of Optimize Financial's portfolio in Q2 2026, its #171 holding.
  • Optimize Financial first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.