SW
VRT icon

SteelPeak Wealth’s Vertiv VRT Stock Holding History

SteelPeak Wealth’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 		$8M Buy
23,881
+4,835
+25% +$1.53M 0.21% 97
2026
Q1 		$4.77M Sell
19,046
-5,543
-23% -$1.23M 0.15% 112
2025
Q4 		$3.98M Sell
24,589
-10,854
-31% -$1.88M 0.13% 120
2025
Q3 		$5.35M Buy
35,443
+675
+2% +$90K 0.18% 98
2025
Q2 		$4.46M Buy
34,768
+3,706
+12% +$360K 0.17% 106
2025
Q1 		$2.24M Buy
31,062
+24,253
+356% +$2.58M 0.09% 170
2024
Q4 		$774K Sell
6,809
-5,225
-43% -$620K 0.03% 281
2024
Q3 		$1.2M Buy
12,034
+8,745
+266% +$725K 0.05% 210
2024
Q2 		$285K Buy
+3,289
New +$299K 0.01% 394

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

SteelPeak Wealth's VRT Position: Q2 2026 in Review

SteelPeak Wealth increased its Vertiv (VRT) stake by 25% in Q2 2026, buying an estimated $1.53M and bringing the position to 23,881 shares worth $8M. The position accounts for 0.21% of the portfolio, ranked #97.

SteelPeak Wealth first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • SteelPeak Wealth held 23,881 shares of Vertiv worth $8M as of Q2 2026.
  • SteelPeak Wealth bought 4,835 Vertiv shares in Q2 2026, an estimated $1.53M.
  • Vertiv made up 0.21% of SteelPeak Wealth's portfolio in Q2 2026, its #97 holding.
  • SteelPeak Wealth first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.