Valmark Advisers’s Vertiv VRT Stock Holding History

Valmark Advisers’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	$469K	Buy	1,401 +223	+19%	+$70.7K	0.01%	514
2026 Q1	$295K	Buy	+1,178	New	+$261K	﹤0.01%	582
2024 Q3	–	Sell	-3,075	Closed	-$266K	–	602
2024 Q2	$266K	Buy	+3,075	New	+$280K	﹤0.01%	495

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

Valmark Advisers's VRT Position: Q2 2026 in Review

Valmark Advisers increased its Vertiv (VRT) stake by 19% in Q2 2026, buying an estimated $70.7K and bringing the position to 1,401 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #514.

Valmark Advisers first reported a position in VRT in Q2 2024 and has held it in 3 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Valmark Advisers held 1,401 shares of Vertiv worth $469K as of Q2 2026.
Valmark Advisers bought 223 Vertiv shares in Q2 2026, an estimated $70.7K.
Vertiv made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #514 holding.
Valmark Advisers first reported a position in Vertiv in Q2 2024 and has held it in 3 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.