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Principia Wealth Advisory’s Vertiv VRT Stock Holding History

Principia Wealth Advisory’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 		$9.04K Buy
27
+2
+8% +$634 ﹤0.01% 270
2026
Q1 		$6.26K Buy
25
+7
+39% +$1.55K ﹤0.01% 264
2025
Q4 		$2.92K Buy
18
+1
+6% +$174 ﹤0.01% 360
2025
Q3 		$2.56K Buy
17
+6
+55% +$800 ﹤0.01% 387
2025
Q2 		$1.41K Buy
11
+7
+175% +$681 ﹤0.01% 476
2025
Q1 		$291 Sell
4
-7
-64% -$745 ﹤0.01% 706
2024
Q4 		$1.25K Buy
+11
New +$1.31K ﹤0.01% 318

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

Principia Wealth Advisory's VRT Position: Q2 2026 in Review

Principia Wealth Advisory increased its Vertiv (VRT) stake by 8% in Q2 2026, buying an estimated $634 and bringing the position to 27 shares worth $9.04K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Principia Wealth Advisory first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Principia Wealth Advisory held 27 shares of Vertiv worth $9.04K as of Q2 2026.
  • Principia Wealth Advisory bought 2 Vertiv shares in Q2 2026, an estimated $634.
  • Vertiv made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #270 holding.
  • Principia Wealth Advisory first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.