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Sagespring Wealth Partners’s Vertiv VRT Stock Holding History

Sagespring Wealth Partners’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 		$1.11M Buy
3,320
+358
+12% +$114K 0.02% 322
2026
Q1 		$742K Buy
2,962
+169
+6% +$37.5K 0.01% 400
2025
Q4 		$452K Buy
2,793
+157
+6% +$27.3K 0.01% 502
2025
Q3 		$398K Buy
2,636
+125
+5% +$16.7K 0.01% 519
2025
Q2 		$322K Buy
+2,511
New +$244K 0.01% 555

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

Sagespring Wealth Partners's VRT Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Vertiv (VRT) stake by 12% in Q2 2026, buying an estimated $114K and bringing the position to 3,320 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #322.

Sagespring Wealth Partners first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Sagespring Wealth Partners held 3,320 shares of Vertiv worth $1.11M as of Q2 2026.
  • Sagespring Wealth Partners bought 358 Vertiv shares in Q2 2026, an estimated $114K.
  • Vertiv made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #322 holding.
  • Sagespring Wealth Partners first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.