Sequoia Financial Advisors’s Vertiv VRT Stock Holding History

Sequoia Financial 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	$7.45M	Buy	22,258 +913	+4%	+$290K	0.04%	269
2026 Q1	$5.35M	Buy	21,345 +3,990	+23%	+$886K	0.03%	306
2025 Q4	$2.81M	Buy	17,355 +3,708	+27%	+$644K	0.02%	472
2025 Q3	$2.06M	Buy	13,647 +3,253	+31%	+$434K	0.01%	512
2025 Q2	$1.33M	Buy	10,394 +2,643	+34%	+$257K	0.01%	586
2025 Q1	$560K	Sell	7,751 -11	-0.1%	-$1.17K	﹤0.01%	816
2024 Q4	$882K	Buy	7,762 +1,599	+26%	+$190K	0.01%	618
2024 Q3	$613K	Buy	6,163 +1,830	+42%	+$152K	0.01%	685
2024 Q2	$375K	Buy	+4,333	New	+$394K	﹤0.01%	805

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sequoia Financial Advisors's VRT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Vertiv (VRT) stake by 4.3% in Q2 2026, buying an estimated $290K and bringing the position to 22,258 shares worth $7.45M. The position accounts for 0.04% of the portfolio, ranked #269.

Sequoia Financial Advisors first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 368 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Sequoia Financial Advisors held 22,258 shares of Vertiv worth $7.45M as of Q2 2026.
Sequoia Financial Advisors bought 913 Vertiv shares in Q2 2026, an estimated $290K.
Vertiv made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #269 holding.
Sequoia Financial Advisors first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
368 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.