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Sound View Wealth Advisors Group’s Vertiv VRT Stock Holding History

Sound View Wealth Advisors Group’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 		$3.18M Buy
9,508
+137
+1% +$43.5K 0.2% 109
2026
Q1 		$2.35M Sell
9,371
-745
-7% -$165K 0.16% 118
2025
Q4 		$1.64M Sell
10,116
-490
-5% -$85.1K 0.11% 145
2025
Q3 		$1.6M Buy
10,606
+256
+2% +$34.1K 0.11% 150
2025
Q2 		$1.33M Sell
10,350
-1,353
-12% -$132K 0.1% 162
2025
Q1 		$845K Buy
11,703
+979
+9% +$104K 0.07% 194
2024
Q4 		$1.22M Buy
+10,724
New +$1.27M 0.1% 163

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

Sound View Wealth Advisors Group's VRT Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Vertiv (VRT) stake by 1.5% in Q2 2026, buying an estimated $43.5K and bringing the position to 9,508 shares worth $3.18M. The position accounts for 0.2% of the portfolio, ranked #109.

Sound View Wealth Advisors Group first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Sound View Wealth Advisors Group held 9,508 shares of Vertiv worth $3.18M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 137 Vertiv shares in Q2 2026, an estimated $43.5K.
  • Vertiv made up 0.2% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #109 holding.
  • Sound View Wealth Advisors Group first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.