Savvy Advisors Inc’s Vertiv VRT Stock Holding History

Savvy Advisors Inc’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	$1.34M	Buy	4,015 +983	+32%	+$312K	0.03%	436
2026 Q1	$760K	Buy	3,032 +1,618	+114%	+$359K	0.02%	513
2025 Q4	$229K	Buy	+1,414	New	+$246K	0.01%	893

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's VRT Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vertiv (VRT) stake by 32% in Q2 2026, buying an estimated $312K and bringing the position to 4,015 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #436.

Savvy Advisors Inc first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Savvy Advisors Inc held 4,015 shares of Vertiv worth $1.34M as of Q2 2026.
Savvy Advisors Inc bought 983 Vertiv shares in Q2 2026, an estimated $312K.
Vertiv made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #436 holding.
Savvy Advisors Inc first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.