SWASL
VRT icon

Spartan Wealth Advisory Services LLC’s Vertiv VRT Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$4.39M Sell
13,119
-104
-0.8% -$33K 0.36% 70
2026
Q1 		$3.31M Buy
+13,223
New +$2.94M 0.29% 81

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spartan Wealth Advisory Services LLC's VRT Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Vertiv (VRT) stake by 0.79% in Q2 2026, selling an estimated $33K and leaving 13,119 shares worth $4.39M. The position accounts for 0.36% of the portfolio, ranked #70.

Spartan Wealth Advisory Services LLC first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 1,934 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 13,119 shares of Vertiv worth $4.39M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 104 Vertiv shares in Q2 2026, an estimated $33K.
  • Vertiv made up 0.36% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #70 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.