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Stratos Wealth Advisors’s Vertiv VRT Stock Holding History

Stratos 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 		$1.03M Buy
3,065
+1,264
+70% +$401K 0.06% 270
2026
Q1 		$452K Sell
1,801
-1,274
-41% -$283K 0.03% 407
2025
Q4 		$498K Buy
3,075
+149
+5% +$25.9K 0.02% 434
2025
Q3 		$441K Buy
2,926
+626
+27% +$83.5K 0.02% 478
2025
Q2 		$295K Sell
2,300
-545
-19% -$53K 0.02% 546
2025
Q1 		$205K Buy
+2,845
New +$303K 0.01% 627

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

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

Stratos Wealth Advisors increased its Vertiv (VRT) stake by 70% in Q2 2026, buying an estimated $401K and bringing the position to 3,065 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #270.

Stratos Wealth Advisors first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Stratos Wealth Advisors held 3,065 shares of Vertiv worth $1.03M as of Q2 2026.
  • Stratos Wealth Advisors bought 1,264 Vertiv shares in Q2 2026, an estimated $401K.
  • Vertiv made up 0.06% of Stratos Wealth Advisors's portfolio in Q2 2026, its #270 holding.
  • Stratos Wealth Advisors first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.