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Petra Financial Advisors’s Vertiv VRT Stock Holding History

Petra Financial 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 		$1.08M Buy
+3,214
New +$1.02M 0.5% 52
2025
Q1 		– Sell
-5,479
Closed -$623K – 148
2024
Q4 		$623K Buy
5,479
+119
+2% +$14.1K 0.42% 64
2024
Q3 		$533K Sell
5,360
-2,908
-35% -$241K 0.35% 80
2024
Q2 		$716K Buy
8,268
+416
+5% +$37.9K 0.51% 60
2024
Q1 		$633K Buy
+7,852
New +$493K 0.46% 64

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

Petra Financial Advisors's VRT Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in Vertiv (VRT) in Q2 2026: 3,214 shares worth $1.08M. The stake represents 0.5% of the portfolio and ranks #52 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in VRT as recently as Q4 2024.

Petra Financial Advisors first reported a position in VRT in Q1 2024 and has held it in 5 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Petra Financial Advisors held 3,214 shares of Vertiv worth $1.08M as of Q2 2026.
  • Vertiv was a new Petra Financial Advisors position in Q2 2026.
  • Vertiv made up 0.5% of Petra Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Petra Financial Advisors first reported a position in Vertiv in Q1 2024 and has held it in 5 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.