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Sax Wealth Advisors’s Vertiv VRT Stock Holding History

Sax Wealth 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 		$1.63M Sell
6,490
-176
-3% -$55.8K 0.07% 171
2026
Q1 		$1.08M Hold
6,666
– – 0.05% 187
2025
Q4 		$1.08M Buy
6,666
+2,437
+58% +$423K 0.05% 192
2025
Q3 		$638K Sell
4,229
-106
-2% -$14.1K 0.03% 240
2025
Q2 		$557K Sell
4,335
-102
-2% -$9.92K 0.03% 240
2025
Q1 		$320K Sell
4,437
-2,193
-33% -$233K 0.02% 283
2024
Q4 		$753K Sell
6,630
-563
-8% -$66.8K 0.06% 148
2024
Q3 		$716K Buy
7,193
+419
+6% +$34.7K 0.06% 124
2024
Q2 		$586K Buy
6,774
+3,434
+103% +$313K 0.06% 130
2024
Q1 		$273K Buy
+3,340
New +$210K 0.03% 154

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 $3.38T AUM 44.17% 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

Sax Wealth Advisors's VRT Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Vertiv (VRT) stake by 2.6% in Q2 2026, selling an estimated $55.8K and leaving 6,490 shares worth $1.63M. The position accounts for 0.07% of the portfolio, ranked #171.

Sax Wealth Advisors first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Sax Wealth Advisors held 6,490 shares of Vertiv worth $1.63M as of Q2 2026.
  • Sax Wealth Advisors sold 176 Vertiv shares in Q2 2026, an estimated $55.8K.
  • Vertiv made up 0.07% of Sax Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • Sax Wealth Advisors first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.