Peak Financial Management’s Vertiv VRT Stock Holding History

Peak Financial Management’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	$202K	Buy	+603	New	+$191K	0.05%	114

Other funds holding VRT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Peak Financial Management's VRT Position: Q2 2026 in Review

Peak Financial Management opened a new position in Vertiv (VRT) in Q2 2026: 603 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #114 among its holdings.

2,041 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Peak Financial Management held 603 shares of Vertiv worth $202K as of Q2 2026.
Vertiv was a new Peak Financial Management position in Q2 2026.
Vertiv made up 0.05% of Peak Financial Management's portfolio in Q2 2026, its #114 holding.
2,041 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.