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SMART Wealth’s Vertiv VRT Stock Holding History

SMART Wealth’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 		$2.11M Sell
6,316
-2,258
-26% -$716K 0.46% 74
2026
Q1 		$2.15M Buy
8,574
+4,770
+125% +$1.06M 0.63% 53
2025
Q4 		$616K Buy
3,804
+1,707
+81% +$296K 0.19% 103
2025
Q3 		$316K Buy
+2,097
New +$280K 0.12% 113

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

SMART Wealth's VRT Position: Q2 2026 in Review

SMART Wealth reduced its Vertiv (VRT) stake by 26% in Q2 2026, selling an estimated $716K and leaving 6,316 shares worth $2.11M. The position accounts for 0.46% of the portfolio, ranked #74.

SMART Wealth first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.15M in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • SMART Wealth held 6,316 shares of Vertiv worth $2.11M as of Q2 2026.
  • SMART Wealth sold 2,258 Vertiv shares in Q2 2026, an estimated $716K.
  • Vertiv made up 0.46% of SMART Wealth's portfolio in Q2 2026, its #74 holding.
  • SMART Wealth first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • SMART Wealth's Vertiv position peaked at $2.15M in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.