Secure Asset Management’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$706K Sell
2,108
-182
-8% -$57.7K 0.1% 154
2026
Q1
$574K Buy
2,290
+154
+7% +$34.2K 0.09% 168
2025
Q4
$346K Sell
2,136
-1
-0% -$174 0.05% 249
2025
Q3
$345K Buy
2,137
+16
+0.8% +$2.13K 0.06% 227
2025
Q2
$272K Buy
+2,121
New +$206K 0.05% 261
2025
Q1
Sell
-2,128
Closed -$242K 368
2024
Q4
$242K Buy
+2,128
New +$253K 0.04% 286

Other funds holding VRT

Secure Asset Management's VRT Position: Q2 2026 in Review

Secure Asset Management reduced its Vertiv (VRT) stake by 7.9% in Q2 2026, selling an estimated $57.7K and leaving 2,108 shares worth $706K. The position accounts for 0.1% of the portfolio, ranked #154.

Secure Asset Management first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Secure Asset Management held 2,108 shares of Vertiv worth $706K as of Q2 2026.
  • Secure Asset Management sold 182 Vertiv shares in Q2 2026, an estimated $57.7K.
  • Vertiv made up 0.1% of Secure Asset Management's portfolio in Q2 2026, its #154 holding.
  • Secure Asset Management first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.