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SageView Advisory Group’s Vertiv VRT Stock Holding History

SageView 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 		$581K Buy
1,735
+402
+30% +$127K 0.02% 339
2026
Q1 		$334K Sell
1,333
-58
-4% -$12.9K 0.01% 443
2025
Q4 		$225K Buy
+1,391
New +$242K 0.01% 556
2025
Q1 		– Sell
-3,332
Closed -$379K – 622
2024
Q4 		$379K Sell
3,332
-32
-1% -$3.8K 0.02% 395
2024
Q3 		$335K Sell
3,364
-949
-22% -$78.7K 0.02% 363
2024
Q2 		$373K Buy
+4,313
New +$393K 0.02% 389

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

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

SageView Advisory Group increased its Vertiv (VRT) stake by 30% in Q2 2026, buying an estimated $127K and bringing the position to 1,735 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #339.

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

  • SageView Advisory Group held 1,735 shares of Vertiv worth $581K as of Q2 2026.
  • SageView Advisory Group bought 402 Vertiv shares in Q2 2026, an estimated $127K.
  • Vertiv made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #339 holding.
  • SageView Advisory Group first reported a position in Vertiv in Q2 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 SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.