Shelton Wealth Management’s Vertiv VRT Stock Holding History

Shelton Wealth Management’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	$2.26M	Sell	6,759 -2,793	-29%	-$886K	0.89%	28
2026 Q1	$2.39M	Sell	9,552 -4,280	-31%	-$950K	1.05%	20
2025 Q4	$2.24M	Buy	13,832 +370	+3%	+$64.2K	0.96%	29
2025 Q3	$2.03M	Sell	13,462 -1,526	-10%	-$204K	0.92%	29
2025 Q2	$1.92M	Buy	14,988 +5,660	+61%	+$550K	0.93%	26
2025 Q1	$673K	Sell	9,328 -1,070	-10%	-$114K	0.37%	93
2024 Q4	$1.18M	Sell	10,398 -2,914	-22%	-$346K	0.61%	51
2024 Q3	$1.32M	Buy	13,312 +3,989	+43%	+$331K	0.72%	36
2024 Q2	$807K	Buy	+9,323	New	+$849K	0.46%	72

Other funds holding VRT

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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Shelton Wealth Management's VRT Position: Q2 2026 in Review

Shelton Wealth Management reduced its Vertiv (VRT) stake by 29% in Q2 2026, selling an estimated $886K and leaving 6,759 shares worth $2.26M. The position accounts for 0.89% of the portfolio, ranked #28.

Shelton Wealth Management first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.39M in Q1 2026. 308 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Shelton Wealth Management held 6,759 shares of Vertiv worth $2.26M as of Q2 2026.
Shelton Wealth Management sold 2,793 Vertiv shares in Q2 2026, an estimated $886K.
Vertiv made up 0.89% of Shelton Wealth Management's portfolio in Q2 2026, its #28 holding.
Shelton Wealth Management first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
Shelton Wealth Management's Vertiv position peaked at $2.39M in Q1 2026.
308 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.