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Portside Wealth Group’s Vertiv VRT Stock Holding History

Portside Wealth 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 		$754K Buy
2,252
+541
+32% +$172K 0.09% 227
2026
Q1 		$429K Buy
1,711
+383
+29% +$85K 0.06% 291
2025
Q4 		$215K Buy
+1,328
New +$231K 0.03% 434

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

Portside Wealth Group's VRT Position: Q2 2026 in Review

Portside Wealth Group increased its Vertiv (VRT) stake by 32% in Q2 2026, buying an estimated $172K and bringing the position to 2,252 shares worth $754K. The position accounts for 0.09% of the portfolio, ranked #227.

Portside Wealth 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.

  • Portside Wealth Group held 2,252 shares of Vertiv worth $754K as of Q2 2026.
  • Portside Wealth Group bought 541 Vertiv shares in Q2 2026, an estimated $172K.
  • Vertiv made up 0.09% of Portside Wealth Group's portfolio in Q2 2026, its #227 holding.
  • Portside Wealth 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 Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.