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Silver Oak Securities’s Vertiv VRT Stock Holding History

Silver Oak Securities’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 		$328K Buy
980
+137
+16% +$43.5K 0.02% 602
2026
Q1 		$211K Sell
843
-317
-27% -$70.4K 0.02% 717
2025
Q4 		$191K Sell
1,160
-117
-9% -$20.3K 0.01% 761
2025
Q3 		$193K Buy
+1,277
New +$170K 0.01% 711
2024
Q4 		– Sell
-1,739
Closed -$171K – 660
2024
Q3 		$171K Buy
+1,739
New +$144K 0.02% 506

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

Silver Oak Securities's VRT Position: Q2 2026 in Review

Silver Oak Securities increased its Vertiv (VRT) stake by 16% in Q2 2026, buying an estimated $43.5K and bringing the position to 980 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #602.

Silver Oak Securities first reported a position in VRT in Q3 2024 and has held it in 5 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Silver Oak Securities held 980 shares of Vertiv worth $328K as of Q2 2026.
  • Silver Oak Securities bought 137 Vertiv shares in Q2 2026, an estimated $43.5K.
  • Vertiv made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #602 holding.
  • Silver Oak Securities first reported a position in Vertiv in Q3 2024 and has held it in 5 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.