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 		– Hold
0
– – – 633
2025
Q3 		– Hold
0
– -$89.9K – 672
2025
Q2 		– Hold
0
– – – 521

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 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. 300 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.
  • 300 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.