Precision Wealth Strategies’s Vertiv VRT Stock Holding History

Precision Wealth Strategies’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	$1.25M	Sell	3,748 -1,860	-33%	-$590K	0.38%	61
2026 Q1	$1.41M	Buy	5,608 +6	+0.1%	+$1.33K	0.47%	48
2025 Q4	$908K	Buy	5,602 +402	+8%	+$69.8K	0.29%	74
2025 Q3	$784K	Buy	+5,200	New	+$694K	0.25%	82
2025 Q2	–	Sell	-4,039	Closed	-$292K	–	194
2025 Q1	$292K	Sell	4,039 -1,036	-20%	-$110K	0.22%	86
2024 Q4	$577K	Buy	5,075 +304	+6%	+$36.1K	0.45%	37
2024 Q3	$475K	Buy	4,771 +165	+4%	+$13.7K	0.44%	44
2024 Q2	$399K	Sell	4,606 -2,317	-33%	-$211K	0.41%	55
2024 Q1	$565K	Sell	6,923 -3,201	-32%	-$201K	0.53%	33
2023 Q4	$486K	Sell	10,124 -92	-0.9%	-$3.92K	0.47%	33
2023 Q3	$380K	Buy	+10,216	New	+$337K	0.41%	42

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Precision Wealth Strategies's VRT Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Vertiv (VRT) stake by 33% in Q2 2026, selling an estimated $590K and leaving 3,748 shares worth $1.25M. The position accounts for 0.38% of the portfolio, ranked #61.

Precision Wealth Strategies first reported a position in VRT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q1 2026. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Precision Wealth Strategies held 3,748 shares of Vertiv worth $1.25M as of Q2 2026.
Precision Wealth Strategies sold 1,860 Vertiv shares in Q2 2026, an estimated $590K.
Vertiv made up 0.38% of Precision Wealth Strategies's portfolio in Q2 2026, its #61 holding.
Precision Wealth Strategies first reported a position in Vertiv in Q3 2023 and has held it in 11 quarters since.
Precision Wealth Strategies's Vertiv position peaked at $1.41M in Q1 2026.
2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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