Valley National Advisers’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$172K Buy
515
+407
+377% +$129K 0.02% 276
2026
Q1
$27K Buy
+108
New +$24K ﹤0.01% 466
2024
Q3
Sell
-584
Closed -$50K 1145
2024
Q2
$50K Buy
584
+539
+1,198% +$49.1K 0.01% 393
2024
Q1
$3K Buy
45
+10
+29% +$628 ﹤0.01% 911
2023
Q4
$1K Buy
+35
New +$1.49K ﹤0.01% 1165

Other funds holding VRT

Valley National Advisers's VRT Position: Q2 2026 in Review

Valley National Advisers increased its Vertiv (VRT) stake by 377% in Q2 2026, buying an estimated $129K and bringing the position to 515 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #276.

Valley National Advisers first reported a position in VRT in Q4 2023 and has held it in 5 quarters since. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Valley National Advisers held 515 shares of Vertiv worth $172K as of Q2 2026.
  • Valley National Advisers bought 407 Vertiv shares in Q2 2026, an estimated $129K.
  • Vertiv made up 0.02% of Valley National Advisers's portfolio in Q2 2026, its #276 holding.
  • Valley National Advisers first reported a position in Vertiv in Q4 2023 and has held it in 5 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.