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Stratos Wealth Partners’s Vertiv VRT Stock Holding History

Stratos Wealth Partners’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 		$4.02M Buy
11,993
+1,451
+14% +$460K 0.04% 397
2026
Q1 		$2.64M Sell
10,542
-300
-3% -$66.6K 0.03% 486
2025
Q4 		$1.76M Buy
10,842
+4,365
+67% +$758K 0.02% 578
2025
Q3 		$977K Buy
6,477
+2,627
+68% +$350K 0.01% 762
2025
Q2 		$494K Sell
3,850
-23
-0.6% -$2.24K 0.01% 935
2025
Q1 		$280K Buy
3,873
+506
+15% +$53.9K ﹤0.01% 1129
2024
Q4 		$383K Buy
3,367
+734
+28% +$87.2K 0.01% 1040
2024
Q3 		$262K Buy
+2,633
New +$218K ﹤0.01% 1220

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 Partners's VRT Position: Q2 2026 in Review

Stratos Wealth Partners increased its Vertiv (VRT) stake by 14% in Q2 2026, buying an estimated $460K and bringing the position to 11,993 shares worth $4.02M. The position accounts for 0.04% of the portfolio, ranked #397.

Stratos Wealth Partners first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Stratos Wealth Partners held 11,993 shares of Vertiv worth $4.02M as of Q2 2026.
  • Stratos Wealth Partners bought 1,451 Vertiv shares in Q2 2026, an estimated $460K.
  • Vertiv made up 0.04% of Stratos Wealth Partners's portfolio in Q2 2026, its #397 holding.
  • Stratos Wealth Partners first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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