SFS
VRT icon

Sowell Financial Services’s Vertiv VRT Stock Holding History

Sowell Financial Services’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 		$1.11M Buy
3,329
+129
+4% +$40.9K 0.04% 438
2026
Q1 		$802K Buy
3,200
+168
+6% +$37.3K 0.03% 500
2025
Q4 		$491K Buy
3,032
+212
+8% +$36.8K 0.02% 653
2025
Q3 		$425K Buy
2,820
+91
+3% +$12.1K 0.02% 677
2025
Q2 		$350K Sell
2,729
-846
-24% -$82.3K 0.01% 724
2025
Q1 		$258K Buy
+3,575
New +$381K 0.01% 832
2021
Q2 		– Sell
-200
Closed -$5K – 2690
2021
Q1 		$5K Buy
+200
New +$4.04K ﹤0.01% 2621

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

Sowell Financial Services's VRT Position: Q2 2026 in Review

Sowell Financial Services increased its Vertiv (VRT) stake by 4% in Q2 2026, buying an estimated $40.9K and bringing the position to 3,329 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #438.

Sowell Financial Services first reported a position in VRT in Q1 2021 and has held it in 7 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Sowell Financial Services held 3,329 shares of Vertiv worth $1.11M as of Q2 2026.
  • Sowell Financial Services bought 129 Vertiv shares in Q2 2026, an estimated $40.9K.
  • Vertiv made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #438 holding.
  • Sowell Financial Services first reported a position in Vertiv in Q1 2021 and has held it in 7 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.