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TD Private Client Wealth’s Vertiv VRT Stock Holding History

TD Private Client 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 		$724K Buy
2,161
+319
+17% +$101K 0.01% 431
2026
Q1 		$462K Buy
1,842
+273
+17% +$60.6K 0.01% 500
2025
Q4 		$254K Buy
1,569
+92
+6% +$16K 0.01% 614
2025
Q3 		$223K Buy
1,477
+114
+8% +$15.2K 0.01% 639
2025
Q2 		$175K Buy
1,363
+853
+167% +$83K ﹤0.01% 664
2025
Q1 		$36.8K Buy
510
+139
+37% +$14.8K ﹤0.01% 854
2024
Q4 		$42.1K Buy
371
+223
+151% +$26.5K ﹤0.01% 854
2024
Q3 		$14.7K Buy
148
+46
+45% +$3.81K ﹤0.01% 1010
2024
Q2 		$8.83K Sell
102
-28
-22% -$2.55K ﹤0.01% 1049
2024
Q1 		$10.6K Sell
130
-73
-36% -$4.59K ﹤0.01% 1032
2023
Q4 		$9.75K Sell
203
-92
-31% -$3.92K ﹤0.01% 1050
2023
Q3 		$11K Sell
295
-328
-53% -$10.8K ﹤0.01% 1019
2023
Q2 		$15.4K Sell
623
-310
-33% -$5.32K ﹤0.01% 987
2023
Q1 		$13.4K Sell
933
-37
-4% -$543 ﹤0.01% 995
2022
Q4 		$13.3K Sell
970
-128
-12% -$1.71K ﹤0.01% 971
2022
Q3 		$10.7K Sell
1,098
-361
-25% -$4.06K ﹤0.01% 988
2022
Q2 		$12K Sell
1,459
-1,150
-44% -$13K ﹤0.01% 983
2022
Q1 		$36.5K Sell
2,609
-17,218
-87% -$306K ﹤0.01% 837
2021
Q4 		$495K Buy
19,827
+7,104
+56% +$178K 0.02% 420
2021
Q3 		$306K Sell
12,723
-509
-4% -$13.5K 0.01% 468
2021
Q2 		$361K Sell
13,232
-60
-0.5% -$1.43K 0.02% 447
2021
Q1 		$266K Buy
13,292
+11,795
+788% +$238K 0.01% 468
2020
Q4 		$27.9K Sell
1,497
-30
-2% -$552 ﹤0.01% 741
2020
Q3 		$26.4K Buy
+1,527
New +$23.9K ﹤0.01% 699

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

TD Private Client Wealth's VRT Position: Q2 2026 in Review

TD Private Client Wealth increased its Vertiv (VRT) stake by 17% in Q2 2026, buying an estimated $101K and bringing the position to 2,161 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #431.

TD Private Client Wealth first reported a position in VRT in Q3 2020 and has held it in 24 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • TD Private Client Wealth held 2,161 shares of Vertiv worth $724K as of Q2 2026.
  • TD Private Client Wealth bought 319 Vertiv shares in Q2 2026, an estimated $101K.
  • Vertiv made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #431 holding.
  • TD Private Client Wealth first reported a position in Vertiv in Q3 2020 and has held it in 24 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.