Toth Financial Advisory’s Vertiv VRT Stock Holding History

Toth Financial Advisory’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	$1.78M	Sell	5,309 -21	-0.4%	-$6.66K	0.17%	116
2026 Q1	$1.34M	Buy	5,330 +2,200	+70%	+$488K	0.15%	116
2025 Q4	$507K	Buy	3,130 +30	+1%	+$5.21K	0.06%	166
2025 Q3	$468K	Buy	3,100 +3,000	+3,000%	+$400K	0.05%	170
2025 Q2	$12.8K	Hold	100	–	–	﹤0.01%	468
2025 Q1	$7.22K	Buy	+100	New	+$10.6K	﹤0.01%	489
2024 Q4	–	Sell	-20	Closed	-$1.99K	–	756
2024 Q3	$1.99K	Hold	20	–	–	﹤0.01%	597
2024 Q2	$1.73K	Hold	20	–	–	﹤0.01%	624
2024 Q1	$1.63K	Sell	20 -20	-50%	-$1.26K	﹤0.01%	625
2023 Q4	$1.92K	Hold	40	–	–	﹤0.01%	623
2023 Q3	$1.49K	Buy	+40	New	+$1.32K	﹤0.01%	670
2021 Q3	–	Sell	-12,000	Closed	-$328K	–	799
2021 Q2	$328K	Hold	12,000	–	–	0.05%	162
2021 Q1	$240K	Buy	+12,000	New	+$242K	0.04%	193

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

Toth Financial Advisory's VRT Position: Q2 2026 in Review

Toth Financial Advisory reduced its Vertiv (VRT) stake by 0.39% in Q2 2026, selling an estimated $6.66K and leaving 5,309 shares worth $1.78M. The position accounts for 0.17% of the portfolio, ranked #116.

Toth Financial Advisory first reported a position in VRT in Q1 2021 and has held it in 13 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Toth Financial Advisory held 5,309 shares of Vertiv worth $1.78M as of Q2 2026.
Toth Financial Advisory sold 21 Vertiv shares in Q2 2026, an estimated $6.66K.
Vertiv made up 0.17% of Toth Financial Advisory's portfolio in Q2 2026, its #116 holding.
Toth Financial Advisory first reported a position in Vertiv in Q1 2021 and has held it in 13 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.