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True Wealth Design’s Vertiv VRT Stock Holding History

True Wealth Design’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 		$176K Buy
525
+15
+3% +$4.76K 0.04% 138
2026
Q1 		$128K Buy
510
+273
+115% +$60.6K 0.04% 163
2025
Q4 		$38.4K Buy
237
+43
+22% +$7.47K 0.01% 413
2025
Q3 		$29.3K Buy
194
+68
+54% +$9.07K 0.01% 470
2025
Q2 		$16.2K Sell
126
-343
-73% -$33.4K 0.01% 436
2025
Q1 		$33.9K Buy
469
+47
+11% +$5K 0.01% 258
2024
Q4 		$48K Buy
422
+56
+15% +$6.65K 0.02% 169
2024
Q3 		$36.4K Buy
366
+351
+2,340% +$29.1K 0.01% 201
2024
Q2 		$1.3K Buy
15
+5
+50% +$455 ﹤0.01% 452
2024
Q1 		$817 Buy
10
+4
+67% +$251 ﹤0.01% 510
2023
Q4 		$289 Buy
6
+2
+50% +$85 ﹤0.01% 613
2023
Q3 		$149 Buy
+4
New +$132 ﹤0.01% 680

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 $3.37T AUM 44.26% 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

True Wealth Design's VRT Position: Q2 2026 in Review

True Wealth Design increased its Vertiv (VRT) stake by 2.9% in Q2 2026, buying an estimated $4.76K and bringing the position to 525 shares worth $176K. The position accounts for 0.04% of the portfolio, ranked #138.

True Wealth Design first reported a position in VRT in Q3 2023 and has held it in 12 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • True Wealth Design held 525 shares of Vertiv worth $176K as of Q2 2026.
  • True Wealth Design bought 15 Vertiv shares in Q2 2026, an estimated $4.76K.
  • Vertiv made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #138 holding.
  • True Wealth Design first reported a position in Vertiv in Q3 2023 and has held it in 12 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.