Triad Wealth Partners’s Vertiv VRT Stock Holding History

Triad Wealth Partners’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	$299K	Buy	+1,136	New	+$360K	0.02%	449

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

Triad Wealth Partners's VRT Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Vertiv (VRT) in Q2 2026: 1,136 shares worth $299K. The stake represents 0.02% of the portfolio and ranks #449 among its holdings.

2,041 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Triad Wealth Partners held 1,136 shares of Vertiv worth $299K as of Q2 2026.
Vertiv was a new Triad Wealth Partners position in Q2 2026.
Vertiv made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #449 holding.
2,041 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.