Strategic Advocates’s Vertiv VRT Stock Holding History

Strategic Advocates’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	$169K	Buy	505 +43	+9%	+$13.6K	0.65%	35
2026 Q1	$116K	Buy	+462	New	+$103K	0.51%	45

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 $3.37T AUM 44.26% 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

Strategic Advocates's VRT Position: Q2 2026 in Review

Strategic Advocates increased its Vertiv (VRT) stake by 9.3% in Q2 2026, buying an estimated $13.6K and bringing the position to 505 shares worth $169K. The position accounts for 0.65% of the portfolio, ranked #35.

Strategic Advocates first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Strategic Advocates held 505 shares of Vertiv worth $169K as of Q2 2026.
Strategic Advocates bought 43 Vertiv shares in Q2 2026, an estimated $13.6K.
Vertiv made up 0.65% of Strategic Advocates's portfolio in Q2 2026, its #35 holding.
Strategic Advocates first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.