Private Advisor Group’s Vertiv VRT Stock Holding History

Private Advisor 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	$21M	Sell	62,808 -32,440	-34%	-$10.3M	0.1%	219
2026 Q1	$23.9M	Sell	95,248 -4,786	-5%	-$1.06M	0.11%	190
2025 Q4	$16.2M	Buy	100,034 +1,953	+2%	+$339K	0.08%	268
2025 Q3	$14.8M	Buy	98,081 +809	+0.8%	+$108K	0.07%	278
2025 Q2	$12.5M	Buy	97,272 +9,208	+10%	+$895K	0.07%	303
2025 Q1	$6.36M	Buy	88,064 +36,492	+71%	+$3.88M	0.04%	459
2024 Q4	$5.86M	Sell	51,572 -9,362	-15%	-$1.11M	0.03%	473
2024 Q3	$6.06M	Buy	60,934 +24,068	+65%	+$2M	0.04%	456
2024 Q2	$3.19M	Buy	36,866 +7,163	+24%	+$652K	0.02%	651
2024 Q1	$2.43M	Buy	29,703 +8,504	+40%	+$534K	0.02%	721
2023 Q4	$1.02M	Buy	+21,199	New	+$903K	0.01%	1102
2022 Q1	–	Sell	-10,575	Closed	-$264K	–	2293
2021 Q4	$264K	Buy	+10,575	New	+$265K	﹤0.01%	1793

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

Private Advisor Group's VRT Position: Q2 2026 in Review

Private Advisor Group reduced its Vertiv (VRT) stake by 34% in Q2 2026, selling an estimated $10.3M and leaving 62,808 shares worth $21M. The position accounts for 0.1% of the portfolio, ranked #219.

Private Advisor Group first reported a position in VRT in Q4 2021 and has held it in 12 quarters since. The position peaked at $23.9M in Q1 2026. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Private Advisor Group held 62,808 shares of Vertiv worth $21M as of Q2 2026.
Private Advisor Group sold 32,440 Vertiv shares in Q2 2026, an estimated $10.3M.
Vertiv made up 0.1% of Private Advisor Group's portfolio in Q2 2026, its #219 holding.
Private Advisor Group first reported a position in Vertiv in Q4 2021 and has held it in 12 quarters since.
Private Advisor Group's Vertiv position peaked at $23.9M in Q1 2026.
2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.