RWM
VRT icon

Raffa Wealth Management’s Vertiv VRT Stock Holding History

Raffa Wealth Management’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 		$23.4K Buy
70
+3
+4% +$951 ﹤0.01% 261
2026
Q1 		$16.8K Buy
67
+3
+5% +$666 ﹤0.01% 297
2025
Q4 		$10.4K Sell
64
-3
-4% -$521 ﹤0.01% 367
2025
Q3 		$10.1K Buy
67
+15
+29% +$2K ﹤0.01% 363
2025
Q2 		$6.68K Hold
52
– – ﹤0.01% 458
2025
Q1 		$3.75K Hold
52
– – ﹤0.01% 483
2024
Q4 		$5.91K Hold
52
– – ﹤0.01% 422
2024
Q3 		$5.17K Hold
52
– – ﹤0.01% 410
2024
Q2 		$4.5K Buy
52
+12
+30% +$1.09K ﹤0.01% 556
2024
Q1 		$3.27K Buy
+40
New +$2.51K ﹤0.01% 585

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Raffa Wealth Management's VRT Position: Q2 2026 in Review

Raffa Wealth Management increased its Vertiv (VRT) stake by 4.5% in Q2 2026, buying an estimated $951 and bringing the position to 70 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Raffa Wealth Management first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 1,934 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Raffa Wealth Management held 70 shares of Vertiv worth $23.4K as of Q2 2026.
  • Raffa Wealth Management bought 3 Vertiv shares in Q2 2026, an estimated $951.
  • Vertiv made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #261 holding.
  • Raffa Wealth Management first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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