VA
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VestGen Advisors’s Vertiv VRT Stock Holding History

VestGen 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 		$2.62M Sell
7,836
-25
-0.3% -$7.93K 0.08% 248
2026
Q1 		$2.89M Buy
7,861
+2,002
+34% +$444K 0.08% 230
2025
Q4 		$949K Buy
+5,859
New +$1.02M 0.04% 369
2025
Q3 		– Sell
-2,458
Closed -$316K – 720
2025
Q2 		$316K Buy
+2,458
New +$239K 0.01% 495

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 $3.37T AUM 44.26% 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

VestGen Advisors's VRT Position: Q2 2026 in Review

VestGen Advisors reduced its Vertiv (VRT) stake by 0.32% in Q2 2026, selling an estimated $7.93K and leaving 7,836 shares worth $2.62M. The position accounts for 0.08% of the portfolio, ranked #248.

VestGen Advisors first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.89M in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • VestGen Advisors held 7,836 shares of Vertiv worth $2.62M as of Q2 2026.
  • VestGen Advisors sold 25 Vertiv shares in Q2 2026, an estimated $7.93K.
  • Vertiv made up 0.08% of VestGen Advisors's portfolio in Q2 2026, its #248 holding.
  • VestGen Advisors first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
  • VestGen Advisors's Vertiv position peaked at $2.89M in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.