RIA
VRT icon

Regal Investment Advisors’s Vertiv VRT Stock Holding History

Regal Investment 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 		$1.73M Buy
5,164
+3,127
+154% +$992K 0.09% 224
2026
Q1 		$510K Sell
2,037
-53
-3% -$11.8K 0.03% 427
2025
Q4 		$339K Buy
2,090
+35
+2% +$6.08K 0.02% 488
2025
Q3 		$310K Buy
+2,055
New +$274K 0.02% 463

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

Regal Investment Advisors's VRT Position: Q2 2026 in Review

Regal Investment Advisors increased its Vertiv (VRT) stake by 154% in Q2 2026, buying an estimated $992K and bringing the position to 5,164 shares worth $1.73M. The position accounts for 0.09% of the portfolio, ranked #224.

Regal Investment Advisors first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Regal Investment Advisors held 5,164 shares of Vertiv worth $1.73M as of Q2 2026.
  • Regal Investment Advisors bought 3,127 Vertiv shares in Q2 2026, an estimated $992K.
  • Vertiv made up 0.09% of Regal Investment Advisors's portfolio in Q2 2026, its #224 holding.
  • Regal Investment Advisors first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.