SWP
VRT icon

ShoreHaven Wealth Partners’s Vertiv VRT Stock Holding History

ShoreHaven Wealth Partners’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 		$2.41M Sell
7,198
-3,660
-34% -$1.16M 0.76% 31
2026
Q1 		$2.72M Hold
10,858
– – 0.98% 26
2025
Q4 		$1.76M Sell
10,858
-11,200
-51% -$1.94M 0.63% 35
2025
Q3 		$3.33M Hold
22,058
– – 1.23% 25
2025
Q2 		$2.83M Buy
+22,058
New +$2.15M 1.16% 25

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 $3.37T AUM 44.26% 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

ShoreHaven Wealth Partners's VRT Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its Vertiv (VRT) stake by 34% in Q2 2026, selling an estimated $1.16M and leaving 7,198 shares worth $2.41M. The position accounts for 0.76% of the portfolio, ranked #31.

ShoreHaven Wealth Partners first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.33M in Q3 2025. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • ShoreHaven Wealth Partners held 7,198 shares of Vertiv worth $2.41M as of Q2 2026.
  • ShoreHaven Wealth Partners sold 3,660 Vertiv shares in Q2 2026, an estimated $1.16M.
  • Vertiv made up 0.76% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • ShoreHaven Wealth Partners first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • ShoreHaven Wealth Partners's Vertiv position peaked at $3.33M in Q3 2025.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.