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Twin Peaks Wealth Advisors’s Vertiv VRT Stock Holding History

Twin Peaks Wealth 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 		– Sell
-206
Closed -$51.6K – 2158
2026
Q1 		$51.6K Buy
+206
New +$45.7K 0.01% 431
2025
Q3 		– Sell
-64
Closed -$9.13K – 2085
2025
Q2 		$9.13K Buy
+64
New +$6.22K ﹤0.01% 991

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

Twin Peaks Wealth Advisors's VRT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Vertiv (VRT) in Q2 2026, closing a stake of 206 shares — an estimated $51.6K sold.

Twin Peaks Wealth Advisors first reported a position in VRT in Q2 2025 and held it in 2 quarters. The position peaked at $51.6K in Q1 2026. 2,059 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 206 Vertiv shares in Q2 2026, an estimated $51.6K.
  • Twin Peaks Wealth Advisors first reported a position in Vertiv in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Vertiv position peaked at $51.6K in Q1 2026.
  • 2,059 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.