PWM
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Prentice Wealth Management’s Vertiv VRT Stock Holding History

Prentice Wealth Management’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 		$510K Buy
1,524
+124
+9% +$39.3K 0.11% 83
2026
Q1 		$351K Buy
1,400
+9
+0.6% +$2K 0.08% 96
2025
Q4 		$225K Hold
1,391
– – 0.05% 110
2025
Q3 		$210K Buy
+1,391
New +$186K 0.05% 110

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Prentice Wealth Management's VRT Position: Q2 2026 in Review

Prentice Wealth Management increased its Vertiv (VRT) stake by 8.9% in Q2 2026, buying an estimated $39.3K and bringing the position to 1,524 shares worth $510K. The position accounts for 0.11% of the portfolio, ranked #83.

Prentice Wealth Management first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Prentice Wealth Management held 1,524 shares of Vertiv worth $510K as of Q2 2026.
  • Prentice Wealth Management bought 124 Vertiv shares in Q2 2026, an estimated $39.3K.
  • Vertiv made up 0.11% of Prentice Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Prentice Wealth Management first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 346 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.