QTR Family Wealth’s Vertiv VRT Stock Holding History

QTR Family Wealth’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	$599K	Buy	1,789 +39	+2%	+$12.4K	0.21%	109
2026 Q1	$543K	Buy	1,750 +744	+74%	+$165K	0.23%	108
2025 Q4	$201K	Buy	+1,006	New	+$175K	0.09%	271

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 $3.38T AUM 44.17% 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

QTR Family Wealth's VRT Position: Q2 2026 in Review

QTR Family Wealth increased its Vertiv (VRT) stake by 2.2% in Q2 2026, buying an estimated $12.4K and bringing the position to 1,789 shares worth $599K. The position accounts for 0.21% of the portfolio, ranked #109.

QTR Family Wealth first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

QTR Family Wealth held 1,789 shares of Vertiv worth $599K as of Q2 2026.
QTR Family Wealth bought 39 Vertiv shares in Q2 2026, an estimated $12.4K.
Vertiv made up 0.21% of QTR Family Wealth's portfolio in Q2 2026, its #109 holding.
QTR Family Wealth first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.