StoneCrest Wealth Management’s Vertiv VRT Stock Holding History

StoneCrest 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	$2.7M	Sell	8,050 -1,434	-15%	-$455K	0.86%	39
2026 Q1	$2.38M	Sell	9,484 -404	-4%	-$89.7K	1.01%	33
2025 Q4	$1.6M	Buy	9,888 +921	+10%	+$160K	0.65%	38
2025 Q3	$1.35M	Buy	8,967 +348	+4%	+$46.4K	0.59%	42
2025 Q2	$1.11M	Buy	8,619 +834	+11%	+$81.1K	0.53%	43
2025 Q1	$562K	Buy	+7,785	New	+$829K	0.36%	44

Other funds holding VRT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

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

StoneCrest Wealth Management reduced its Vertiv (VRT) stake by 15% in Q2 2026, selling an estimated $455K and leaving 8,050 shares worth $2.7M. The position accounts for 0.86% of the portfolio, ranked #39.

StoneCrest Wealth Management first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

StoneCrest Wealth Management held 8,050 shares of Vertiv worth $2.7M as of Q2 2026.
StoneCrest Wealth Management sold 1,434 Vertiv shares in Q2 2026, an estimated $455K.
Vertiv made up 0.86% of StoneCrest Wealth Management's portfolio in Q2 2026, its #39 holding.
StoneCrest Wealth Management first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
300 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.