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Peloton Wealth Strategists’s Vertiv VRT Stock Holding History

Peloton Wealth Strategists’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 		$6.79M Sell
20,270
-880
-4% -$279K 2.51% 12
2026
Q1 		$5.3M Buy
21,150
+7,235
+52% +$1.61M 2.14% 14
2025
Q4 		$2.25M Buy
13,915
+5,205
+60% +$904K 0.87% 42
2025
Q3 		$1.31M Buy
+8,710
New +$1.16M 0.52% 62

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

Peloton Wealth Strategists's VRT Position: Q2 2026 in Review

Peloton Wealth Strategists reduced its Vertiv (VRT) stake by 4.2% in Q2 2026, selling an estimated $279K and leaving 20,270 shares worth $6.79M. The position accounts for 2.51% of the portfolio, ranked #12.

Peloton Wealth Strategists first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Peloton Wealth Strategists held 20,270 shares of Vertiv worth $6.79M as of Q2 2026.
  • Peloton Wealth Strategists sold 880 Vertiv shares in Q2 2026, an estimated $279K.
  • Vertiv made up 2.51% of Peloton Wealth Strategists's portfolio in Q2 2026, its #12 holding.
  • Peloton Wealth Strategists first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Peloton Wealth Strategists's 13F filing for Q2 2026, filed 10 Aug 2026.