PEWA
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Pacific Excel Wealth Advisors’s Vertiv VRT Stock Holding History

Pacific Excel 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 		$223K Buy
+665
New +$211K 0.09% 204

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 $3.38T AUM 44.17% 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

Pacific Excel Wealth Advisors's VRT Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Vertiv (VRT) in Q2 2026: 665 shares worth $223K. The stake represents 0.09% of the portfolio and ranks #204 among its holdings.

2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Pacific Excel Wealth Advisors held 665 shares of Vertiv worth $223K as of Q2 2026.
  • Vertiv was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • Vertiv made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #204 holding.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.