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SOA Wealth Advisors’s Vertiv VRT Stock Holding History

SOA Wealth Advisors’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 		$304K Sell
908
-55
-6% -$17.4K 0.05% 169
2026
Q1 		$241K Sell
963
-20
-2% -$4.44K 0.05% 175
2025
Q4 		$159K Buy
983
+483
+97% +$83.9K 0.03% 231
2025
Q3 		$75.4K Buy
500
+50
+11% +$6.67K 0.01% 316
2025
Q2 		$57.8K Buy
+450
New +$43.8K 0.01% 344
2025
Q1 		– Sell
-225
Closed -$25.6K – 913
2024
Q4 		$25.6K Buy
+225
New +$26.7K ﹤0.01% 417

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

SOA Wealth Advisors's VRT Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Vertiv (VRT) stake by 5.7% in Q2 2026, selling an estimated $17.4K and leaving 908 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #169.

SOA Wealth Advisors first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • SOA Wealth Advisors held 908 shares of Vertiv worth $304K as of Q2 2026.
  • SOA Wealth Advisors sold 55 Vertiv shares in Q2 2026, an estimated $17.4K.
  • Vertiv made up 0.05% of SOA Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • SOA Wealth Advisors first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.