Valeo Financial Advisors’s Vertiv VRT Stock Holding History

Valeo 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	$3.33M	Buy	9,934 +1,432	+17%	+$454K	0.07%	123
2026 Q1	$2.13M	Sell	8,502 -433	-5%	-$96.1K	0.05%	153
2025 Q4	$1.45M	Buy	8,935 +3,390	+61%	+$589K	0.03%	229
2025 Q3	$837K	Buy	5,545 +3,450	+165%	+$460K	0.02%	344
2025 Q2	$269K	Buy	+2,095	New	+$204K	0.01%	614
2025 Q1	–	Sell	-2,073	Closed	-$236K	–	775
2024 Q4	$236K	Buy	+2,073	New	+$246K	0.01%	623
2021 Q2	–	Sell	-10	Closed	–	–	1798
2021 Q1	$0	Buy	+10	New	+$202	﹤0.01%	2198

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

Valeo Financial Advisors's VRT Position: Q2 2026 in Review

Valeo Financial Advisors increased its Vertiv (VRT) stake by 17% in Q2 2026, buying an estimated $454K and bringing the position to 9,934 shares worth $3.33M. The position accounts for 0.07% of the portfolio, ranked #123.

Valeo Financial Advisors first reported a position in VRT in Q1 2021 and has held it in 7 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Valeo Financial Advisors held 9,934 shares of Vertiv worth $3.33M as of Q2 2026.
Valeo Financial Advisors bought 1,432 Vertiv shares in Q2 2026, an estimated $454K.
Vertiv made up 0.07% of Valeo Financial Advisors's portfolio in Q2 2026, its #123 holding.
Valeo Financial Advisors first reported a position in Vertiv in Q1 2021 and has held it in 7 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.