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Rockline Wealth Management’s Vertiv VRT Stock Holding History

Rockline Wealth Management’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 		$7.75M Buy
23,147
+2,398
+12% +$761K 1.48% 21
2026
Q1 		$5.2M Buy
20,749
+2,896
+16% +$643K 1.13% 25
2025
Q4 		$2.89M Buy
17,853
+1,265
+8% +$220K 0.59% 46
2025
Q3 		$2.5M Buy
16,588
+2,482
+18% +$331K 0.52% 48
2025
Q2 		$1.81M Buy
14,106
+1,338
+10% +$130K 0.43% 52
2025
Q1 		$922K Buy
+12,768
New +$1.36M 0.26% 56

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

Rockline Wealth Management's VRT Position: Q2 2026 in Review

Rockline Wealth Management increased its Vertiv (VRT) stake by 12% in Q2 2026, buying an estimated $761K and bringing the position to 23,147 shares worth $7.75M. The position accounts for 1.48% of the portfolio, ranked #21.

Rockline Wealth Management first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,039 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Rockline Wealth Management held 23,147 shares of Vertiv worth $7.75M as of Q2 2026.
  • Rockline Wealth Management bought 2,398 Vertiv shares in Q2 2026, an estimated $761K.
  • Vertiv made up 1.48% of Rockline Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Rockline Wealth Management first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 2,039 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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