Tobias Financial Advisors’s Vertiv VRT Stock Holding History

Tobias Financial Advisors’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	$285K	Hold	850	–	–	0.04%	122
2026 Q1	$213K	Buy	+850	New	+$189K	0.03%	135

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

Tobias Financial Advisors's VRT Position: Q2 2026 in Review

Tobias Financial Advisors held its Vertiv (VRT) position steady in Q2 2026 at 850 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #122.

Tobias Financial Advisors 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.

Tobias Financial Advisors held 850 shares of Vertiv worth $285K as of Q2 2026.
Tobias Financial Advisors left its Vertiv share count unchanged in Q2 2026.
Vertiv made up 0.04% of Tobias Financial Advisors's portfolio in Q2 2026, its #122 holding.
Tobias Financial Advisors 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 Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.