Physician Wealth Advisors’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$125K Buy
373
+81
+28% +$25.7K 0.01% 283
2026
Q1
$73.1K Sell
292
-21
-7% -$4.66K 0.01% 328
2025
Q4
$50.8K Buy
313
+50
+19% +$8.68K 0.01% 390
2025
Q3
$39.7K Buy
263
+188
+251% +$25.1K 0.01% 414
2025
Q2
$9.61K Buy
75
+21
+39% +$2.04K ﹤0.01% 655
2025
Q1
$3.88K Buy
54
+39
+260% +$4.15K ﹤0.01% 775
2024
Q4
$1.73K Buy
+15
New +$1.78K ﹤0.01% 866

Other funds holding VRT

Physician Wealth Advisors's VRT Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vertiv (VRT) stake by 28% in Q2 2026, buying an estimated $25.7K and bringing the position to 373 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #283.

Physician Wealth Advisors first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Physician Wealth Advisors held 373 shares of Vertiv worth $125K as of Q2 2026.
  • Physician Wealth Advisors bought 81 Vertiv shares in Q2 2026, an estimated $25.7K.
  • Vertiv made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #283 holding.
  • Physician Wealth Advisors first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.