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Retirement Wealth Solutions’s Vertiv VRT Stock Holding History

Retirement Wealth Solutions’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 		$21.1K Hold
63
– – 0.01% 154
2026
Q1 		$15.8K Buy
63
+29
+85% +$6.44K 0.01% 167
2025
Q4 		$5.51K Buy
34
+1
+3% +$174 ﹤0.01% 298
2025
Q3 		$4.98K Buy
+33
New +$4.4K ﹤0.01% 309

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

Retirement Wealth Solutions's VRT Position: Q2 2026 in Review

Retirement Wealth Solutions held its Vertiv (VRT) position steady in Q2 2026 at 63 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #154.

Retirement Wealth Solutions first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Retirement Wealth Solutions held 63 shares of Vertiv worth $21.1K as of Q2 2026.
  • Retirement Wealth Solutions left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #154 holding.
  • Retirement Wealth Solutions first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.