Steward Partners Investment Advisory’s Vertiv VRT Stock Holding History

Steward Partners Investment Advisory’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	$26.5M	Sell	79,151 -37,771	-32%	-$12M	0.14%	149
2026 Q1	$29.3M	Buy	116,922 +642	+0.6%	+$143K	0.15%	122
2025 Q4	$18.8M	Buy	116,280 +52,626	+83%	+$9.14M	0.1%	173
2025 Q3	$9.6M	Buy	63,654 +34,567	+119%	+$4.61M	0.06%	291
2025 Q2	$3.74M	Buy	29,087 +20,225	+228%	+$1.97M	0.03%	502
2025 Q1	$640K	Sell	8,862 -67,499	-88%	-$7.18M	0.01%	1114
2024 Q4	$8.68M	Buy	76,361 +3,080	+4%	+$366K	0.08%	250
2024 Q3	$7.29M	Buy	73,281 +69,559	+1,869%	+$5.77M	0.07%	282
2024 Q2	$322K	Buy	3,722 +717	+24%	+$65.3K	﹤0.01%	1246
2024 Q1	$245K	Sell	3,005 -17,252	-85%	-$1.08M	﹤0.01%	1342
2023 Q4	$973K	Buy	+20,257	New	+$863K	0.01%	736
2022 Q3	–	Sell	-77	Closed	-$1K	–	3396
2022 Q2	$1K	Buy	+77	New	+$872	﹤0.01%	3179
2021 Q3	–	Sell	-227	Closed	-$6K	–	3347
2021 Q2	$6K	Buy	+227	New	+$5.43K	﹤0.01%	6455

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Steward Partners Investment Advisory's VRT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Vertiv (VRT) stake by 32% in Q2 2026, selling an estimated $12M and leaving 79,151 shares worth $26.5M. The position accounts for 0.14% of the portfolio, ranked #149.

Steward Partners Investment Advisory first reported a position in VRT in Q2 2021 and has held it in 13 quarters since. The position peaked at $29.3M in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Steward Partners Investment Advisory held 79,151 shares of Vertiv worth $26.5M as of Q2 2026.
Steward Partners Investment Advisory sold 37,771 Vertiv shares in Q2 2026, an estimated $12M.
Vertiv made up 0.14% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #149 holding.
Steward Partners Investment Advisory first reported a position in Vertiv in Q2 2021 and has held it in 13 quarters since.
Steward Partners Investment Advisory's Vertiv position peaked at $29.3M in Q1 2026.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.