Prestige Wealth Management Group’s Vertiv VRT Stock Holding History

Prestige Wealth Management 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	$1.5M	Buy	4,477 +306	+7%	+$97K	0.27%	56
2026 Q1	$1.05M	Sell	4,171 -1,122	-21%	-$249K	0.21%	62
2025 Q4	$858K	Sell	5,293 -2,467	-32%	-$428K	0.16%	71
2025 Q3	$1.17M	Buy	7,760 +124	+2%	+$16.5K	0.23%	58
2025 Q2	$981K	Buy	7,636 +151	+2%	+$14.7K	0.2%	59
2025 Q1	$540K	Buy	7,485 +3,790	+103%	+$403K	0.12%	90
2024 Q4	$420K	Buy	3,695 +85	+2%	+$10.1K	0.09%	114
2024 Q3	$359K	Sell	3,610 -78	-2%	-$6.47K	0.07%	124
2024 Q2	$319K	Buy	+3,688	New	+$336K	0.07%	116

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

Prestige Wealth Management Group's VRT Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Vertiv (VRT) stake by 7.3% in Q2 2026, buying an estimated $97K and bringing the position to 4,477 shares worth $1.5M. The position accounts for 0.27% of the portfolio, ranked #56.

Prestige Wealth Management Group first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Prestige Wealth Management Group held 4,477 shares of Vertiv worth $1.5M as of Q2 2026.
Prestige Wealth Management Group bought 306 Vertiv shares in Q2 2026, an estimated $97K.
Vertiv made up 0.27% of Prestige Wealth Management Group's portfolio in Q2 2026, its #56 holding.
Prestige Wealth Management Group first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.