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Pitcairn Wealth Advisors’s Vertiv VRT Stock Holding History

Pitcairn Wealth 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 		$831K Sell
2,481
-1,449
-37% -$460K 0.09% 123
2026
Q1 		$637K Hold
3,930
– – 0.06% 147
2025
Q4 		$637K Buy
+3,930
New +$682K 0.06% 149

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

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

Pitcairn Wealth Advisors reduced its Vertiv (VRT) stake by 37% in Q2 2026, selling an estimated $460K and leaving 2,481 shares worth $831K. The position accounts for 0.09% of the portfolio, ranked #123.

Pitcairn Wealth Advisors first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,047 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Pitcairn Wealth Advisors held 2,481 shares of Vertiv worth $831K as of Q2 2026.
  • Pitcairn Wealth Advisors sold 1,449 Vertiv shares in Q2 2026, an estimated $460K.
  • Vertiv made up 0.09% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Pitcairn Wealth Advisors first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • 2,047 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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