PCS
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Personal CFO Solutions’s Vertiv VRT Stock Holding History

Personal CFO Solutions’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 		$712K Buy
2,127
+193
+10% +$61.2K 0.1% 176
2026
Q1 		$485K Sell
1,934
-416
-18% -$92.3K 0.07% 260
2025
Q4 		$381K Sell
2,350
-73
-3% -$12.7K 0.06% 293
2025
Q3 		$365K Buy
2,423
+8
+0.3% +$1.07K 0.06% 286
2025
Q2 		$310K Buy
+2,415
New +$235K 0.06% 321
2025
Q1 		– Sell
-2,588
Closed -$294K – 493
2024
Q4 		$294K Buy
2,588
+23
+0.9% +$2.73K 0.06% 333
2024
Q3 		$255K Buy
2,565
+161
+7% +$13.3K 0.04% 467
2024
Q2 		$208K Sell
2,404
-1,034
-30% -$94.1K 0.03% 498
2024
Q1 		$281K Sell
3,438
-761
-18% -$47.8K 0.04% 417
2023
Q4 		$202K Buy
+4,199
New +$179K 0.03% 491

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

Personal CFO Solutions's VRT Position: Q2 2026 in Review

Personal CFO Solutions increased its Vertiv (VRT) stake by 10% in Q2 2026, buying an estimated $61.2K and bringing the position to 2,127 shares worth $712K. The position accounts for 0.1% of the portfolio, ranked #176.

Personal CFO Solutions first reported a position in VRT in Q4 2023 and has held it in 10 quarters since. 2,051 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Personal CFO Solutions held 2,127 shares of Vertiv worth $712K as of Q2 2026.
  • Personal CFO Solutions bought 193 Vertiv shares in Q2 2026, an estimated $61.2K.
  • Vertiv made up 0.1% of Personal CFO Solutions's portfolio in Q2 2026, its #176 holding.
  • Personal CFO Solutions first reported a position in Vertiv in Q4 2023 and has held it in 10 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.