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StrongBox Wealth’s Vertiv VRT Stock Holding History

StrongBox Wealth’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 		$21.8K Buy
+65
New +$20.6K 0.01% 224
2025
Q1 		– Sell
-1,845
Closed -$210K – 95
2024
Q4 		$210K Buy
+1,845
New +$219K 0.09% 89

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

StrongBox Wealth's VRT Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Vertiv (VRT) in Q2 2026: 65 shares worth $21.8K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in VRT as recently as Q4 2024.

StrongBox Wealth first reported a position in VRT in Q4 2024 and has held it in 2 quarters since. The position peaked at $210K in Q4 2024. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • StrongBox Wealth held 65 shares of Vertiv worth $21.8K as of Q2 2026.
  • Vertiv was a new StrongBox Wealth position in Q2 2026.
  • Vertiv made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #224 holding.
  • StrongBox Wealth first reported a position in Vertiv in Q4 2024 and has held it in 2 quarters since.
  • StrongBox Wealth's Vertiv position peaked at $210K in Q4 2024.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.