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Pinnacle Wealth Management Advisory Group’s Vertiv VRT Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$633K Buy
1,890
+237
+14% +$75.2K 0.04% 242
2026
Q1 		$414K Buy
1,653
+318
+24% +$70.6K 0.03% 322
2025
Q4 		$216K Buy
+1,335
New +$232K 0.01% 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

Pinnacle Wealth Management Advisory Group's VRT Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Vertiv (VRT) stake by 14% in Q2 2026, buying an estimated $75.2K and bringing the position to 1,890 shares worth $633K. The position accounts for 0.04% of the portfolio, ranked #242.

Pinnacle Wealth Management Advisory Group first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 1,890 shares of Vertiv worth $633K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 237 Vertiv shares in Q2 2026, an estimated $75.2K.
  • Vertiv made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #242 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.