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Spire Wealth Management’s Vertiv VRT Stock Holding History

Spire Wealth Management’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 		$3.72M Buy
11,115
+17
+0.2% +$5.39K 0.11% 166
2026
Q1 		$2.78M Sell
11,098
-23,226
-68% -$5.16M 0.09% 200
2025
Q4 		$5.56M Buy
34,324
+26,446
+336% +$4.59M 0.19% 109
2025
Q3 		$1.19M Buy
7,878
+4,128
+110% +$551K 0.04% 346
2025
Q2 		$482K Buy
3,750
+1,096
+41% +$107K 0.02% 515
2025
Q1 		$192K Sell
2,654
-5,348
-67% -$569K 0.01% 832
2024
Q4 		$909K Buy
8,002
+5,287
+195% +$628K 0.03% 416
2024
Q3 		$270K Sell
2,715
-5,811
-68% -$482K 0.01% 660
2024
Q2 		$738K Buy
8,526
+6,606
+344% +$601K 0.03% 407
2024
Q1 		$157K Sell
1,920
-4,836
-72% -$304K ﹤0.01% 846
2023
Q4 		$363K Buy
6,756
+1,099
+19% +$46.8K 0.01% 593
2023
Q3 		$210K Buy
5,657
+5,576
+6,884% +$184K 0.01% 695
2023
Q2 		$2K Sell
81
-469
-85% -$8.05K ﹤0.01% 2195
2023
Q1 		$7.87K Buy
550
+250
+83% +$3.67K ﹤0.01% 1924
2022
Q4 		$4K Hold
300
– – ﹤0.01% 1926
2022
Q3 		$3K Hold
300
– – ﹤0.01% 1898
2022
Q2 		$2K Hold
300
– – ﹤0.01% 2408
2022
Q1 		$4K Hold
300
– – ﹤0.01% 2300
2021
Q4 		$7K Buy
+300
New +$7.51K ﹤0.01% 2500
2021
Q3 		– Sell
-155
Closed -$4K – 2659
2021
Q2 		$4K Sell
155
-450
-74% -$10.8K ﹤0.01% 2383
2021
Q1 		$12K Buy
+605
New +$12.2K ﹤0.01% 2367

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

Spire Wealth Management's VRT Position: Q2 2026 in Review

Spire Wealth Management increased its Vertiv (VRT) stake by 0.15% in Q2 2026, buying an estimated $5.39K and bringing the position to 11,115 shares worth $3.72M. The position accounts for 0.11% of the portfolio, ranked #166.

Spire Wealth Management first reported a position in VRT in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.56M in Q4 2025. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Spire Wealth Management held 11,115 shares of Vertiv worth $3.72M as of Q2 2026.
  • Spire Wealth Management bought 17 Vertiv shares in Q2 2026, an estimated $5.39K.
  • Vertiv made up 0.11% of Spire Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Spire Wealth Management first reported a position in Vertiv in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's Vertiv position peaked at $5.56M in Q4 2025.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.