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Poinciana Advisors Group’s Vertiv VRT Stock Holding History

Poinciana Advisors 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 		$488K Sell
1,457
-166
-10% -$52.6K 0.36% 52
2026
Q1 		$407K Hold
1,623
– – 0.32% 50
2025
Q4 		$263K Sell
1,623
-13
-0.8% -$2.26K 0.21% 95
2025
Q3 		$247K Sell
1,636
-45
-3% -$6K 0.21% 93
2025
Q2 		$216K Buy
+1,681
New +$163K 0.19% 114

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 $3.38T AUM 44.17% 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

Poinciana Advisors Group's VRT Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Vertiv (VRT) stake by 10% in Q2 2026, selling an estimated $52.6K and leaving 1,457 shares worth $488K. The position accounts for 0.36% of the portfolio, ranked #52.

Poinciana Advisors Group first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Poinciana Advisors Group held 1,457 shares of Vertiv worth $488K as of Q2 2026.
  • Poinciana Advisors Group sold 166 Vertiv shares in Q2 2026, an estimated $52.6K.
  • Vertiv made up 0.36% of Poinciana Advisors Group's portfolio in Q2 2026, its #52 holding.
  • Poinciana Advisors Group first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.