RMR Wealth Builders’s Vertiv VRT Stock Holding History

RMR Wealth Builders’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	$755K	Buy	2,254 +108	+5%	+$34.3K	0.05%	155
2026 Q1	$538K	Buy	2,146 +91	+4%	+$20.2K	0.04%	167
2025 Q4	$333K	Buy	+2,055	New	+$357K	0.03%	221

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

RMR Wealth Builders's VRT Position: Q2 2026 in Review

RMR Wealth Builders increased its Vertiv (VRT) stake by 5% in Q2 2026, buying an estimated $34.3K and bringing the position to 2,254 shares worth $755K. The position accounts for 0.05% of the portfolio, ranked #155.

RMR Wealth Builders first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

RMR Wealth Builders held 2,254 shares of Vertiv worth $755K as of Q2 2026.
RMR Wealth Builders bought 108 Vertiv shares in Q2 2026, an estimated $34.3K.
Vertiv made up 0.05% of RMR Wealth Builders's portfolio in Q2 2026, its #155 holding.
RMR Wealth Builders first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.