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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 		– Hold
0
– -$8.78K – 2911
2026
Q1 		– Hold
0
– – – 2645

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

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.