PFS
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Prospera Financial Services’s Vertiv VRT Stock Holding History

Prospera Financial Services’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 		$5.89M Sell
17,582
-1,350
-7% -$428K 0.09% 248
2026
Q1 		$4.74M Sell
18,932
-327
-2% -$72.6K 0.08% 270
2025
Q4 		$3.12M Buy
19,259
+231
+1% +$40.1K 0.05% 360
2025
Q3 		$2.87M Buy
19,028
+2,028
+12% +$271K 0.05% 388
2025
Q2 		$2.18M Buy
17,000
+5,615
+49% +$546K 0.04% 446
2025
Q1 		$822K Buy
11,385
+565
+5% +$60.1K 0.02% 615
2024
Q4 		$1.23M Buy
10,820
+8,374
+342% +$994K 0.03% 488
2024
Q3 		$243K Sell
2,446
-1,466
-37% -$122K 0.01% 1009
2024
Q2 		$339K Buy
+3,912
New +$356K 0.01% 867
2022
Q1 		– Sell
-13,900
Closed -$347K – 2787
2021
Q4 		$347K Sell
13,900
-175,825
-93% -$4.4M 0.02% 666
2021
Q3 		$4.57M Sell
189,725
-37,245
-16% -$990K 0.23% 103
2021
Q2 		$6.2M Buy
+226,970
New +$5.43M 0.31% 69
2020
Q4 		– Sell
-1,000
Closed -$17K – 1555
2020
Q3 		$17K Buy
+1,000
New +$15.7K 0.01% 953

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

Prospera Financial Services's VRT Position: Q2 2026 in Review

Prospera Financial Services reduced its Vertiv (VRT) stake by 7.1% in Q2 2026, selling an estimated $428K and leaving 17,582 shares worth $5.89M. The position accounts for 0.09% of the portfolio, ranked #248.

Prospera Financial Services first reported a position in VRT in Q3 2020 and has held it in 13 quarters since. The position peaked at $6.2M in Q2 2021. 300 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Prospera Financial Services held 17,582 shares of Vertiv worth $5.89M as of Q2 2026.
  • Prospera Financial Services sold 1,350 Vertiv shares in Q2 2026, an estimated $428K.
  • Vertiv made up 0.09% of Prospera Financial Services's portfolio in Q2 2026, its #248 holding.
  • Prospera Financial Services first reported a position in Vertiv in Q3 2020 and has held it in 13 quarters since.
  • Prospera Financial Services's Vertiv position peaked at $6.2M in Q2 2021.
  • 300 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.