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Swisher Financial Concepts’s Vertiv VRT Stock Holding History

Swisher Financial Concepts’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 		$527K Sell
1,575
-2,347
-60% -$744K 0.33% 34
2026
Q1 		$983K Buy
3,922
+31
+0.8% +$6.88K 0.55% 30
2025
Q4 		$630K Sell
3,891
-22
-0.6% -$3.82K 0.36% 45
2025
Q3 		$590K Sell
3,913
-69
-2% -$9.2K 0.35% 47
2025
Q2 		$511K Buy
3,982
+428
+12% +$41.6K 0.33% 54
2025
Q1 		$257K Buy
+3,554
New +$378K 0.21% 64

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

Swisher Financial Concepts's VRT Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Vertiv (VRT) stake by 60% in Q2 2026, selling an estimated $744K and leaving 1,575 shares worth $527K. The position accounts for 0.33% of the portfolio, ranked #34.

Swisher Financial Concepts first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $983K in Q1 2026. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Swisher Financial Concepts held 1,575 shares of Vertiv worth $527K as of Q2 2026.
  • Swisher Financial Concepts sold 2,347 Vertiv shares in Q2 2026, an estimated $744K.
  • Vertiv made up 0.33% of Swisher Financial Concepts's portfolio in Q2 2026, its #34 holding.
  • Swisher Financial Concepts first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • Swisher Financial Concepts's Vertiv position peaked at $983K in Q1 2026.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.