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Transamerica Financial Advisors’s Vertiv VRT Stock Holding History

Transamerica 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 		$208K Buy
620
+238
+62% +$75.5K 0.02% 414
2026
Q1 		$95.8K Buy
382
+268
+235% +$59.5K 0.01% 539
2025
Q4 		$18.5K Buy
114
+34
+43% +$5.9K ﹤0.01% 737
2025
Q3 		$11.9K Buy
+80
New +$10.7K ﹤0.01% 698

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 $3.38T AUM 44.17% 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

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

Transamerica Financial Advisors increased its Vertiv (VRT) stake by 62% in Q2 2026, buying an estimated $75.5K and bringing the position to 620 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #414.

Transamerica Financial Advisors first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Transamerica Financial Advisors held 620 shares of Vertiv worth $208K as of Q2 2026.
  • Transamerica Financial Advisors bought 238 Vertiv shares in Q2 2026, an estimated $75.5K.
  • Vertiv made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #414 holding.
  • Transamerica Financial Advisors first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.