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United Capital Financial Advisors’s Vertiv VRT Stock Holding History

United Capital 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 		$5.7M Buy
17,028
+1,924
+13% +$610K 0.03% 353
2026
Q1 		$3.78M Buy
15,104
+6,117
+68% +$1.36M 0.02% 421
2025
Q4 		$1.46M Buy
8,987
+697
+8% +$121K 0.01% 620
2025
Q3 		$1.25M Buy
8,290
+1,969
+31% +$263K 0.01% 581
2025
Q2 		$812K Sell
6,321
-7,516
-54% -$731K 0.01% 650
2025
Q1 		$999K Sell
13,837
-2,597
-16% -$276K 0.01% 566
2024
Q4 		$1.87M Buy
16,434
+5,779
+54% +$686K 0.02% 431
2024
Q3 		$1.06M Buy
10,655
+4,798
+82% +$398K 0.01% 528
2024
Q2 		$507K Sell
5,857
-190
-3% -$17.3K ﹤0.01% 709
2024
Q1 		$494K Sell
6,047
-1,049
-15% -$65.9K ﹤0.01% 737
2023
Q4 		$341K Buy
+7,096
New +$302K ﹤0.01% 826

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

United Capital Financial Advisors's VRT Position: Q2 2026 in Review

United Capital Financial Advisors increased its Vertiv (VRT) stake by 13% in Q2 2026, buying an estimated $610K and bringing the position to 17,028 shares worth $5.7M. The position accounts for 0.03% of the portfolio, ranked #353.

United Capital Financial Advisors first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • United Capital Financial Advisors held 17,028 shares of Vertiv worth $5.7M as of Q2 2026.
  • United Capital Financial Advisors bought 1,924 Vertiv shares in Q2 2026, an estimated $610K.
  • Vertiv made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #353 holding.
  • United Capital Financial Advisors first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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