Total Clarity Wealth Management’s Vertiv VRT Stock Holding History

Total Clarity Wealth Management’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	$2.02M	Sell	6,033 -1,965	-25%	-$623K	0.39%	67
2026 Q1	$2M	Sell	7,998 -4,029	-33%	-$894K	0.47%	59
2025 Q4	$1.95M	Buy	12,027 +5,398	+81%	+$937K	0.47%	63
2025 Q3	$1M	Buy	6,629 +47	+0.7%	+$6.27K	0.27%	103
2025 Q2	$845K	Sell	6,582 -460	-7%	-$44.7K	0.24%	108
2025 Q1	$800K	Hold	7,042	–	–	0.26%	103
2024 Q4	$800K	Buy	7,042 +158	+2%	+$18.8K	0.26%	103
2024 Q3	$685K	Buy	+6,884	New	+$571K	0.22%	120

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

Total Clarity Wealth Management's VRT Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Vertiv (VRT) stake by 25% in Q2 2026, selling an estimated $623K and leaving 6,033 shares worth $2.02M. The position accounts for 0.39% of the portfolio, ranked #67.

Total Clarity Wealth Management first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Total Clarity Wealth Management held 6,033 shares of Vertiv worth $2.02M as of Q2 2026.
Total Clarity Wealth Management sold 1,965 Vertiv shares in Q2 2026, an estimated $623K.
Vertiv made up 0.39% of Total Clarity Wealth Management's portfolio in Q2 2026, its #67 holding.
Total Clarity Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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