Symphony Financial’s Vertiv VRT Stock Holding History

Symphony Financial’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	$570K	Buy	1,725 +347	+25%	+$110K	0.06%	184
2026 Q1	$343K	Buy	+1,378	New	+$306K	0.05%	211

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Symphony Financial's VRT Position: Q2 2026 in Review

Symphony Financial increased its Vertiv (VRT) stake by 25% in Q2 2026, buying an estimated $110K and bringing the position to 1,725 shares worth $570K. The position accounts for 0.06% of the portfolio, ranked #184.

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

Symphony Financial held 1,725 shares of Vertiv worth $570K as of Q2 2026.
Symphony Financial bought 347 Vertiv shares in Q2 2026, an estimated $110K.
Vertiv made up 0.06% of Symphony Financial's portfolio in Q2 2026, its #184 holding.
Symphony Financial first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.