United Advisor Group’s Vertiv VRT Stock Holding History

United Advisor Group’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	$673K	Buy	2,010 +985	+96%	+$312K	0.07%	271
2026 Q1	$257K	Buy	+1,025	New	+$228K	0.03%	430

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

United Advisor Group's VRT Position: Q2 2026 in Review

United Advisor Group increased its Vertiv (VRT) stake by 96% in Q2 2026, buying an estimated $312K and bringing the position to 2,010 shares worth $673K. The position accounts for 0.07% of the portfolio, ranked #271.

United Advisor Group first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

United Advisor Group held 2,010 shares of Vertiv worth $673K as of Q2 2026.
United Advisor Group bought 985 Vertiv shares in Q2 2026, an estimated $312K.
Vertiv made up 0.07% of United Advisor Group's portfolio in Q2 2026, its #271 holding.
United Advisor Group first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.