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Sound Income Strategies’s Vertiv VRT Stock Holding History

Sound Income Strategies’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 		$766K Buy
2,289
+1,891
+475% +$600K 0.03% 234
2026
Q1 		$103K Buy
398
+129
+48% +$28.6K 0.01% 591
2025
Q4 		$47.6K Sell
269
-154
-36% -$26.7K ﹤0.01% 810
2025
Q3 		$71.4K Buy
+423
New +$56.4K ﹤0.01% 477
2024
Q4 		– Sell
-82
Closed -$8.16K – 1552
2024
Q3 		$8.16K Hold
82
– – ﹤0.01% 844
2024
Q2 		$7.1K Buy
+82
New +$7.46K ﹤0.01% 848

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sound Income Strategies's VRT Position: Q2 2026 in Review

Sound Income Strategies increased its Vertiv (VRT) stake by 475% in Q2 2026, buying an estimated $600K and bringing the position to 2,289 shares worth $766K. The position accounts for 0.03% of the portfolio, ranked #234.

Sound Income Strategies first reported a position in VRT in Q2 2024 and has held it in 6 quarters since. 1,513 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Sound Income Strategies held 2,289 shares of Vertiv worth $766K as of Q2 2026.
  • Sound Income Strategies bought 1,891 Vertiv shares in Q2 2026, an estimated $600K.
  • Vertiv made up 0.03% of Sound Income Strategies's portfolio in Q2 2026, its #234 holding.
  • Sound Income Strategies first reported a position in Vertiv in Q2 2024 and has held it in 6 quarters since.
  • 1,513 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.