SWM
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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
2025
Q2 		– Sell
-1,600
Closed -$116K – 181
2025
Q1 		$116K Buy
+1,600
New +$170K 0.06% 126

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
LA
LBP AM Paris, France $10B AUM 43.88% 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

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. 559 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.
  • 559 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.