Resonant Capital Advisors’s Vertiv VRT Stock Holding History

Resonant Capital 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	$486K	Buy	1,452 +328	+29%	+$104K	0.02%	294
2026 Q1	$282K	Buy	+1,124	New	+$250K	0.01%	401

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

Resonant Capital Advisors's VRT Position: Q2 2026 in Review

Resonant Capital Advisors increased its Vertiv (VRT) stake by 29% in Q2 2026, buying an estimated $104K and bringing the position to 1,452 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #294.

Resonant Capital Advisors first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Resonant Capital Advisors held 1,452 shares of Vertiv worth $486K as of Q2 2026.
Resonant Capital Advisors bought 328 Vertiv shares in Q2 2026, an estimated $104K.
Vertiv made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #294 holding.
Resonant Capital Advisors first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.