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Rollins Financial Advisors’s Vertiv VRT Stock Holding History

Rollins Financial 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 		$823K Buy
2,457
+656
+36% +$208K 0.11% 88
2026
Q1 		$451K Buy
1,801
+202
+13% +$44.8K 0.07% 108
2025
Q4 		$259K Buy
+1,599
New +$278K 0.04% 135
2025
Q3 		– Sell
-1,630
Closed -$209K – 153
2025
Q2 		$209K Sell
1,630
-2,363
-59% -$230K 0.03% 136
2025
Q1 		$288K Buy
3,993
+344
+9% +$36.6K 0.05% 103
2024
Q4 		$415K Buy
+3,649
New +$433K 0.06% 89

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

Rollins Financial Advisors's VRT Position: Q2 2026 in Review

Rollins Financial Advisors increased its Vertiv (VRT) stake by 36% in Q2 2026, buying an estimated $208K and bringing the position to 2,457 shares worth $823K. The position accounts for 0.11% of the portfolio, ranked #88.

Rollins Financial Advisors first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Rollins Financial Advisors held 2,457 shares of Vertiv worth $823K as of Q2 2026.
  • Rollins Financial Advisors bought 656 Vertiv shares in Q2 2026, an estimated $208K.
  • Vertiv made up 0.11% of Rollins Financial Advisors's portfolio in Q2 2026, its #88 holding.
  • Rollins Financial Advisors first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.