Pure Financial Advisors’s Vertiv VRT Stock Holding History

Pure Financial Advisors’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	$690K	Buy	2,062 +585	+40%	+$186K	0.01%	309
2026 Q1	$370K	Buy	+1,477	New	+$328K	0.01%	405

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

Pure Financial Advisors's VRT Position: Q2 2026 in Review

Pure Financial Advisors increased its Vertiv (VRT) stake by 40% in Q2 2026, buying an estimated $186K and bringing the position to 2,062 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #309.

Pure Financial Advisors first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Pure Financial Advisors held 2,062 shares of Vertiv worth $690K as of Q2 2026.
Pure Financial Advisors bought 585 Vertiv shares in Q2 2026, an estimated $186K.
Vertiv made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #309 holding.
Pure Financial Advisors first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.