SIA
VRT icon

Strategic Investment Advisors’s Vertiv VRT Stock Holding History

Strategic Investment Advisors’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 		$1.42M Sell
4,245
-511
-11% -$162K 0.09% 105
2026
Q1 		$1.2M Buy
4,756
+1,906
+67% +$423K 0.08% 132
2025
Q4 		$462K Sell
2,850
-1,650
-37% -$286K 0.04% 172
2025
Q3 		$679K Sell
4,500
-1,305
-22% -$174K 0.06% 128
2025
Q2 		$737K Sell
5,805
-1,028
-15% -$100K 0.07% 119
2025
Q1 		$493K Buy
+6,833
New +$727K 0.05% 168

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 $3.38T AUM 44.17% 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

Strategic Investment Advisors's VRT Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Vertiv (VRT) stake by 11% in Q2 2026, selling an estimated $162K and leaving 4,245 shares worth $1.42M. The position accounts for 0.09% of the portfolio, ranked #105.

Strategic Investment Advisors first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Strategic Investment Advisors held 4,245 shares of Vertiv worth $1.42M as of Q2 2026.
  • Strategic Investment Advisors sold 511 Vertiv shares in Q2 2026, an estimated $162K.
  • Vertiv made up 0.09% of Strategic Investment Advisors's portfolio in Q2 2026, its #105 holding.
  • Strategic Investment Advisors first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.