RIA Advisory Group’s Vertiv VRT Stock Holding History

RIA Advisory Group’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	$435K	Buy	1,300 +5	+0.4%	+$1.59K	0.09%	97
2026 Q1	$325K	Buy	+1,295	New	+$287K	0.08%	113

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 $3.37T AUM 44.26% 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

RIA Advisory Group's VRT Position: Q2 2026 in Review

RIA Advisory Group increased its Vertiv (VRT) stake by 0.39% in Q2 2026, buying an estimated $1.59K and bringing the position to 1,300 shares worth $435K. The position accounts for 0.09% of the portfolio, ranked #97.

RIA Advisory Group first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

RIA Advisory Group held 1,300 shares of Vertiv worth $435K as of Q2 2026.
RIA Advisory Group bought 5 Vertiv shares in Q2 2026, an estimated $1.59K.
Vertiv made up 0.09% of RIA Advisory Group's portfolio in Q2 2026, its #97 holding.
RIA Advisory Group first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.