QWP
VRT icon

Quotient Wealth Partners’s Vertiv VRT Stock Holding History

Quotient Wealth Partners’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 		$645K Buy
1,926
+113
+6% +$35.8K 0.02% 180
2026
Q1 		$454K Buy
1,813
+45
+3% +$9.99K 0.01% 211
2025
Q4 		$286K Buy
1,768
+106
+6% +$18.4K 0.01% 285
2025
Q3 		$251K Buy
1,662
+25
+2% +$3.33K 0.01% 307
2025
Q2 		$210K Buy
+1,637
New +$159K 0.01% 331

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

Quotient Wealth Partners's VRT Position: Q2 2026 in Review

Quotient Wealth Partners increased its Vertiv (VRT) stake by 6.2% in Q2 2026, buying an estimated $35.8K and bringing the position to 1,926 shares worth $645K. The position accounts for 0.02% of the portfolio, ranked #180.

Quotient Wealth Partners first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Quotient Wealth Partners held 1,926 shares of Vertiv worth $645K as of Q2 2026.
  • Quotient Wealth Partners bought 113 Vertiv shares in Q2 2026, an estimated $35.8K.
  • Vertiv made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #180 holding.
  • Quotient Wealth Partners first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.