SWA
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Strategies Wealth Advisors’s Vertiv VRT Stock Holding History

Strategies Wealth 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 		$1.51M Buy
4,504
+1,915
+74% +$607K 0.13% 64
2026
Q1 		$649K Sell
2,589
-1,243
-32% -$276K 0.07% 85
2025
Q4 		$621K Sell
3,832
-398
-9% -$69.1K 0.06% 83
2025
Q3 		$638K Sell
4,230
-1,403
-25% -$187K 0.07% 86
2025
Q2 		$723K Buy
5,633
+3
+0.1% +$292 0.08% 75
2025
Q1 		$406K Buy
+5,630
New +$599K 0.05% 115

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 $3.37T AUM 44.26% 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

Strategies Wealth Advisors's VRT Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Vertiv (VRT) stake by 74% in Q2 2026, buying an estimated $607K and bringing the position to 4,504 shares worth $1.51M. The position accounts for 0.13% of the portfolio, ranked #64.

Strategies Wealth Advisors first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Strategies Wealth Advisors held 4,504 shares of Vertiv worth $1.51M as of Q2 2026.
  • Strategies Wealth Advisors bought 1,915 Vertiv shares in Q2 2026, an estimated $607K.
  • Vertiv made up 0.13% of Strategies Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Strategies Wealth Advisors first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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