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Paces Ferry Wealth Advisors’s Vertiv VRT Stock Holding History

Paces Ferry Wealth Advisors’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 		$367K Buy
1,096
+1
+0.1% +$317 0.14% 90
2026
Q1 		$274K Buy
+1,095
New +$243K 0.11% 107
2020
Q4 		– Sell
-73
Closed -$1K – 1076
2020
Q3 		$1K Buy
+73
New +$1.14K ﹤0.01% 998

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

Paces Ferry Wealth Advisors's VRT Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its Vertiv (VRT) stake by 0.09% in Q2 2026, buying an estimated $317 and bringing the position to 1,096 shares worth $367K. The position accounts for 0.14% of the portfolio, ranked #90.

Paces Ferry Wealth Advisors first reported a position in VRT in Q3 2020 and has held it in 3 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Paces Ferry Wealth Advisors held 1,096 shares of Vertiv worth $367K as of Q2 2026.
  • Paces Ferry Wealth Advisors bought 1 Vertiv share in Q2 2026, an estimated $317.
  • Vertiv made up 0.14% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Paces Ferry Wealth Advisors first reported a position in Vertiv in Q3 2020 and has held it in 3 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.